FCM
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Fieldview Capital Management’s SM Energy SM Stock Holding History

Fieldview Capital 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 		$255K Buy
+9,772
New +$293K 0.07% 418
2025
Q4 		– Sell
-12,711
Closed -$317K – 637
2025
Q3 		$317K Buy
+12,711
New +$343K 0.05% 323
2025
Q1 		– Sell
-8,493
Closed -$329K – 574
2024
Q4 		$329K Buy
+8,493
New +$359K 0.05% 344

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 $3.38T AUM 44.17% 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

Fieldview Capital Management's SM Position: Q2 2026 in Review

Fieldview Capital Management opened a new position in SM Energy (SM) in Q2 2026: 9,772 shares worth $255K. The stake represents 0.07% of the portfolio and ranks #418 among its holdings. This is a return to the name: Fieldview Capital Management previously reported a position in SM as recently as Q3 2025.

Fieldview Capital Management first reported a position in SM in Q4 2024 and has held it in 3 quarters since. The position peaked at $329K in Q4 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Fieldview Capital Management held 9,772 shares of SM Energy worth $255K as of Q2 2026.
  • SM Energy was a new Fieldview Capital Management position in Q2 2026.
  • SM Energy made up 0.07% of Fieldview Capital Management's portfolio in Q2 2026, its #418 holding.
  • Fieldview Capital Management first reported a position in SM Energy in Q4 2024 and has held it in 3 quarters since.
  • Fieldview Capital Management's SM Energy position peaked at $329K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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