FMI
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F/M Investments’s SM Energy SM Stock Holding History

F/M Investments’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
Q1 		– Sell
-55,635
Closed -$2.16M – 408
2024
Q4 		$2.16M Sell
55,635
-85,805
-61% -$3.62M 0.08% 220
2024
Q3 		$5.65M Buy
141,440
+33,286
+31% +$1.44M 0.18% 160
2024
Q2 		$4.68M Buy
+108,154
New +$5.31M 0.17% 161

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

F/M Investments's SM Position: Q1 2025 in Review

F/M Investments sold out of SM Energy (SM) in Q1 2025, closing a stake of 55,635 shares — an estimated $2.16M sold.

F/M Investments first reported a position in SM in Q2 2024 and held it in 3 quarters. The position peaked at $5.65M in Q3 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • F/M Investments reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • F/M Investments sold 55,635 SM Energy shares in Q1 2025, an estimated $2.16M.
  • F/M Investments first reported a position in SM Energy in Q2 2024 and held it in 3 quarters.
  • F/M Investments's SM Energy position peaked at $5.65M in Q3 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on F/M Investments's 13F filing for Q1 2025, filed 14 May 2025.