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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 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. 254 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.
  • 254 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.