Fisher Asset Management’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$30.6M Buy
981,392
+37,325
+4% +$852K 0.01% 282
2025
Q4
$17.7M Buy
944,067
+47,735
+5% +$967K 0.01% 341
2025
Q3
$22.4M Buy
896,332
+35,031
+4% +$945K 0.01% 314
2025
Q2
$21.3M Sell
861,301
-575
-0.1% -$13.9K 0.01% 308
2025
Q1
$25.8M Buy
861,876
+342,574
+66% +$12.3M 0.01% 291
2024
Q4
$20.1M Buy
519,302
+354,297
+215% +$15M 0.01% 341
2024
Q3
$6.6M Buy
165,005
+24,660
+18% +$1.07M ﹤0.01% 459
2024
Q2
$6.07M Buy
140,345
+74,561
+113% +$3.66M ﹤0.01% 472
2024
Q1
$3.28M Buy
+65,784
New +$2.69M ﹤0.01% 537

Other funds holding SM