CIBC Asset Management’s SM Energy SM Stock Holding History

CIBC Asset Management’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	$566K	Buy	21,678 +3,617	+20%	+$109K	﹤0.01%	810
2026 Q1	$563K	Buy	18,061 +6,770	+60%	+$154K	﹤0.01%	778
2025 Q4	$211K	Buy	+11,291	New	+$229K	﹤0.01%	1177
2025 Q2	–	Sell	-7,425	Closed	-$222K	–	1240
2025 Q1	$222K	Sell	7,425 -114	-2%	-$4.09K	﹤0.01%	1015
2024 Q4	$292K	Buy	+7,539	New	+$318K	﹤0.01%	899
2021 Q4	–	Sell	-13,233	Closed	-$349K	–	1591
2021 Q3	$349K	Buy	13,233 +609	+5%	+$12.3K	﹤0.01%	946
2021 Q2	$311K	Hold	12,624	–	–	﹤0.01%	976
2021 Q1	$207K	Sell	12,624 -1,571	-11%	-$20.1K	﹤0.01%	1230
2020 Q4	$87K	Sell	14,195 -659	-4%	-$2.22K	﹤0.01%	1214
2020 Q3	$24K	Buy	14,854 +111	+0.8%	+$310	﹤0.01%	1109
2020 Q2	$55K	Hold	14,743	–	–	﹤0.01%	1062
2020 Q1	$18K	Hold	14,743	–	–	﹤0.01%	1002
2019 Q4	$166K	Buy	14,743 +1,039	+8%	+$9.36K	﹤0.01%	1112
2019 Q3	$133K	Buy	+13,704	New	+$140K	﹤0.01%	1068

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Asset Management's SM Position: Q2 2026 in Review

CIBC Asset Management increased its SM Energy (SM) stake by 20% in Q2 2026, buying an estimated $109K and bringing the position to 21,678 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

CIBC Asset Management first reported a position in SM in Q3 2019 and has held it in 14 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

CIBC Asset Management held 21,678 shares of SM Energy worth $566K as of Q2 2026.
CIBC Asset Management bought 3,617 SM Energy shares in Q2 2026, an estimated $109K.
SM Energy made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #810 holding.
CIBC Asset Management first reported a position in SM Energy in Q3 2019 and has held it in 14 quarters since.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.