Capital Fund Management (CFM)
SM icon

Capital Fund Management (CFM)’s SM Energy SM Stock Holding History

Capital Fund Management (CFM)’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
+36,700
New +$837K 0.01% 1628
2025
Q4 		– Sell
-65,200
Closed -$1.63M – 2639
2025
Q3 		$1.63M Buy
65,200
+11,600
+22% +$313K ﹤0.01% 1874
2025
Q2 		$1.32M Buy
53,600
+32,500
+154% +$787K ﹤0.01% 1885
2025
Q1 		$632K Buy
+21,100
New +$757K ﹤0.01% 1789
2024
Q1 		– Sell
-21,600
Closed -$836K – 2247
2023
Q4 		$836K Buy
21,600
+3,000
+16% +$116K ﹤0.01% 1878
2023
Q3 		$737K Sell
18,600
-2,100
-10% -$79.6K ﹤0.01% 1722
2023
Q2 		$655K Buy
20,700
+8,500
+70% +$240K ﹤0.01% 1517
2023
Q1 		$344K Buy
+12,200
New +$372K ﹤0.01% 1489
2022
Q3 		– Sell
-10,700
Closed -$366K – 1630
2022
Q2 		$366K Buy
+10,700
New +$435K ﹤0.01% 1303
2022
Q1 		– Sell
-61,800
Closed -$1.82M – 1755
2021
Q4 		$1.82M Sell
61,800
-21,300
-26% -$665K 0.01% 1071
2021
Q3 		$2.19M Buy
+83,100
New +$1.68M 0.02% 898
2016
Q4 		– Sell
-17,100
Closed -$660K – 1842
2016
Q3 		$660K Buy
17,100
+8,800
+106% +$282K 0.01% 1107
2016
Q2 		$224K Buy
+8,300
New +$233K ﹤0.01% 1413
2015
Q4 		– Sell
-21,200
Closed -$679K – 1704
2015
Q3 		$679K Sell
21,200
-11,400
-35% -$413K 0.01% 931
2015
Q2 		$1.5M Buy
32,600
+13,600
+72% +$718K 0.02% 717
2015
Q1 		$982K Buy
+19,000
New +$825K 0.01% 793
2014
Q1 		– Sell
-6,500
Closed -$540K – 1933
2013
Q4 		$540K Buy
+6,500
New +$554K 0.01% 1226

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s SM Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its SM Energy (SM) stake by 69% in Q1 2026, buying an estimated $3.96M and bringing the position to 426,570 shares worth $13.3M. The position accounts for 0.06% of the portfolio, ranked #446.

Capital Fund Management (CFM) first reported a position in SM in Q1 2014 and has held it in 27 quarters since. The position peaked at $26.6M in Q3 2016. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Capital Fund Management (CFM) held 426,570 shares of SM Energy worth $13.3M as of Q1 2026.
  • Capital Fund Management (CFM) bought 173,501 SM Energy shares in Q1 2026, an estimated $3.96M.
  • SM Energy made up 0.06% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #446 holding.
  • Capital Fund Management (CFM) first reported a position in SM Energy in Q1 2014 and has held it in 27 quarters since.
  • Capital Fund Management (CFM)'s SM Energy position peaked at $26.6M in Q3 2016.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.