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
Q2 		$708K Sell
27,145
-9,555
-26% -$287K ﹤0.01% 1802
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Fund Management (CFM)'s SM Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its SM Energy (SM) stake by 56% in Q2 2026, buying an estimated $7.2M and bringing the position to 666,413 shares worth $17.4M. The position accounts for 0.08% of the portfolio, ranked #377.

Capital Fund Management (CFM) first reported a position in SM in Q1 2014 and has held it in 28 quarters since. The position peaked at $26.6M in Q3 2016. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Capital Fund Management (CFM) held 666,413 shares of SM Energy worth $17.4M as of Q2 2026.
  • Capital Fund Management (CFM) bought 239,843 SM Energy shares in Q2 2026, an estimated $7.2M.
  • SM Energy made up 0.08% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #377 holding.
  • Capital Fund Management (CFM) first reported a position in SM Energy in Q1 2014 and has held it in 28 quarters since.
  • Capital Fund Management (CFM)'s SM Energy position peaked at $26.6M in Q3 2016.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.