Farmers & Merchants Investments Inc’s SM Energy SM Stock Holding History

Farmers & Merchants Investments Inc’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	$1.96K	Sell	75 -30	-29%	-$901	﹤0.01%	1305
2026 Q1	$3.27K	Buy	105 +30	+40%	+$684	﹤0.01%	1103
2025 Q4	$1.4K	Hold	75	–	–	﹤0.01%	1345
2025 Q3	$1.87K	Hold	75	–	–	﹤0.01%	1274
2025 Q2	$1.85K	Sell	75 -5	-6%	-$121	﹤0.01%	1255
2025 Q1	$2.4K	Hold	80	–	–	﹤0.01%	1165
2024 Q4	$3.1K	Hold	80	–	–	﹤0.01%	947
2024 Q3	$3.2K	Hold	80	–	–	﹤0.01%	948
2024 Q2	$3.46K	Hold	80	–	–	﹤0.01%	888
2024 Q1	$3.99K	Sell	80 -7	-8%	-$286	﹤0.01%	813
2023 Q4	$3.37K	Sell	87 -4	-4%	-$154	﹤0.01%	846
2023 Q3	$3.61K	Buy	91 +3	+3%	+$114	﹤0.01%	804
2023 Q2	$2.78K	Hold	88	–	–	﹤0.01%	930
2023 Q1	$2.48K	Hold	88	–	–	﹤0.01%	942
2022 Q4	$3.06K	Buy	88 +7	+9%	+$291	﹤0.01%	891
2022 Q3	$3K	Buy	+81	New	+$3.19K	﹤0.01%	895

Other funds holding SM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Farmers & Merchants Investments Inc's SM Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its SM Energy (SM) stake by 29% in Q2 2026, selling an estimated $901 and leaving 75 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Farmers & Merchants Investments Inc first reported a position in SM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.99K in Q1 2024. 267 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Farmers & Merchants Investments Inc held 75 shares of SM Energy worth $1.96K as of Q2 2026.
Farmers & Merchants Investments Inc sold 30 SM Energy shares in Q2 2026, an estimated $901.
SM Energy made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1305 holding.
Farmers & Merchants Investments Inc first reported a position in SM Energy in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's SM Energy position peaked at $3.99K in Q1 2024.
267 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.