Fisher Asset Management
SM icon

Fisher Asset Management’s SM Energy SM Stock Holding History

Fisher 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 		$25.8M Buy
986,852
+5,460
+0.6% +$164K 0.01% 316
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

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

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

Fisher Asset Management increased its SM Energy (SM) stake by 0.56% in Q2 2026, buying an estimated $164K and bringing the position to 986,852 shares worth $25.8M. The position accounts for 0.01% of the portfolio, ranked #316.

Fisher Asset Management first reported a position in SM in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.6M in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Fisher Asset Management held 986,852 shares of SM Energy worth $25.8M as of Q2 2026.
  • Fisher Asset Management bought 5,460 SM Energy shares in Q2 2026, an estimated $164K.
  • SM Energy made up 0.01% of Fisher Asset Management's portfolio in Q2 2026, its #316 holding.
  • Fisher Asset Management first reported a position in SM Energy in Q1 2024 and has held it in 10 quarters since.
  • Fisher Asset Management's SM Energy position peaked at $30.6M in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.