EF
SM icon

Empirical Finance’s SM Energy SM Stock Holding History

Empirical Finance’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
2025
Q2 		– Sell
-24,856
Closed -$744K – 541
2025
Q1 		$744K Buy
24,856
+117
+0.5% +$4.2K 0.05% 332
2024
Q4 		$959K Buy
24,739
+605
+3% +$25.5K 0.06% 282
2024
Q3 		$965K Buy
24,134
+95
+0.4% +$4.12K 0.06% 286
2024
Q2 		$1.04M Buy
24,039
+12,326
+105% +$605K 0.06% 255
2024
Q1 		$584K Hold
11,713
– – 0.04% 389
2023
Q4 		$454K Hold
11,713
– – 0.03% 422
2023
Q3 		$464K Buy
11,713
+1,673
+17% +$63.4K 0.03% 400
2023
Q2 		$318K Buy
10,040
+85
+0.9% +$2.4K 0.02% 463
2023
Q1 		$280K Hold
9,955
– – 0.03% 459
2022
Q4 		$347K Buy
9,955
+69
+0.7% +$2.87K 0.04% 417
2022
Q3 		$372K Buy
+9,886
New +$389K 0.04% 364

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empirical Finance's SM Position: Q2 2025 in Review

Empirical Finance sold out of SM Energy (SM) in Q2 2025, closing a stake of 24,856 shares — an estimated $744K sold.

Empirical Finance first reported a position in SM in Q3 2022 and held it in 11 quarters. The position peaked at $1.04M in Q2 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Empirical Finance reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Empirical Finance sold 24,856 SM Energy shares in Q2 2025, an estimated $744K.
  • Empirical Finance first reported a position in SM Energy in Q3 2022 and held it in 11 quarters.
  • Empirical Finance's SM Energy position peaked at $1.04M in Q2 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Empirical Finance's 13F filing for Q2 2025, filed 11 Aug 2025.