Formidable Asset Management’s SM Energy SM Stock Holding History

Formidable 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	$380K	Buy	+14,560	New	+$437K	0.06%	274

Other funds holding SM

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Formidable Asset Management opened a new position in SM Energy (SM) in Q2 2026: 14,560 shares worth $380K. The stake represents 0.06% of the portfolio and ranks #274 among its holdings.

69 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Formidable Asset Management held 14,560 shares of SM Energy worth $380K as of Q2 2026.
SM Energy was a new Formidable Asset Management position in Q2 2026.
SM Energy made up 0.06% of Formidable Asset Management's portfolio in Q2 2026, its #274 holding.
69 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.