CIM
SM icon

CIM Investment Management’s SM Energy SM Stock Holding History

CIM Investment 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 		$200K Buy
7,677
+520
+7% +$15.6K 0.05% 266
2026
Q1 		$223K Buy
+7,157
New +$163K 0.06% 228
2025
Q3 		– Sell
-7,581
Closed -$294K – 259
2025
Q2 		$294K Buy
7,581
+176
+2% +$4.26K 0.06% 214
2025
Q1 		$222K Sell
7,405
-176
-2% -$6.31K 0.05% 204
2024
Q4 		$294K Hold
7,581
– – 0.09% 189
2024
Q3 		$303K Hold
7,581
– – 0.09% 188
2024
Q2 		$328K Sell
7,581
-1,807
-19% -$88.7K 0.1% 172
2024
Q1 		$468K Hold
9,388
– – 0.14% 148
2023
Q4 		$364K Hold
9,388
– – 0.12% 173
2023
Q3 		$372K Hold
9,388
– – 0.14% 152
2023
Q2 		$297K Buy
+9,388
New +$265K 0.1% 189

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

CIM Investment Management's SM Position: Q2 2026 in Review

CIM Investment Management increased its SM Energy (SM) stake by 7.3% in Q2 2026, buying an estimated $15.6K and bringing the position to 7,677 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #266.

CIM Investment Management first reported a position in SM in Q2 2023 and has held it in 11 quarters since. The position peaked at $468K in Q1 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • CIM Investment Management held 7,677 shares of SM Energy worth $200K as of Q2 2026.
  • CIM Investment Management bought 520 SM Energy shares in Q2 2026, an estimated $15.6K.
  • SM Energy made up 0.05% of CIM Investment Management's portfolio in Q2 2026, its #266 holding.
  • CIM Investment Management first reported a position in SM Energy in Q2 2023 and has held it in 11 quarters since.
  • CIM Investment Management's SM Energy position peaked at $468K in Q1 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on CIM Investment Management's 13F filing for Q2 2026, filed 29 Sep 2026.