FAM
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Fearnley Asset Management’s SM Energy SM Stock Holding History

Fearnley Asset 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 		$39.1M Buy
1,496,537
+106,975
+8% +$3.21M 14.04% 1
2026
Q1 		$43.3M Buy
1,389,562
+513,662
+59% +$11.7M 14.16% 1
2025
Q4 		$16.4M Buy
+875,900
New +$17.7M 7.52% 7

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 $3.37T AUM 44.26% 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

Fearnley Asset Management's SM Position: Q2 2026 in Review

Fearnley Asset Management increased its SM Energy (SM) stake by 7.7% in Q2 2026, buying an estimated $3.21M and bringing the position to 1,496,537 shares worth $39.1M. The position accounts for 14.04% of the portfolio, ranked #1.

Fearnley Asset Management first reported a position in SM in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.3M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Fearnley Asset Management held 1,496,537 shares of SM Energy worth $39.1M as of Q2 2026.
  • Fearnley Asset Management bought 106,975 SM Energy shares in Q2 2026, an estimated $3.21M.
  • SM Energy made up 14.04% of Fearnley Asset Management's portfolio in Q2 2026, its #1 holding.
  • Fearnley Asset Management first reported a position in SM Energy in Q4 2025 and has held it in 3 quarters since.
  • Fearnley Asset Management's SM Energy position peaked at $43.3M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Fearnley Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.