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FFO
Fortitude Family Office’s
SM Energy
SM
Stock Holding History
Fortitude Family Office’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
Q1
$1.19K
Buy
+38
New
+$867
﹤0.01%
1462
2025
Q4
–
Sell
-327
Closed
-$8.16K
–
2106
2025
Q3
$8.16K
Hold
327
–
–
﹤0.01%
637
2025
Q2
$8.08K
Buy
327
+29
+10%
+$702
﹤0.01%
634
2025
Q1
$8.93K
Hold
298
–
–
﹤0.01%
570
2024
Q4
$11.6K
Sell
298
-45
-13%
-$1.9K
﹤0.01%
587
2024
Q3
$13.7K
Buy
343
+50
+17%
+$2.17K
0.01%
502
2024
Q2
$12.7K
Hold
293
–
–
0.01%
374
2024
Q1
$14.6K
Sell
293
-124
-30%
-$5.07K
0.01%
330
2023
Q4
$16.1K
Buy
+417
New
+$16.1K
0.01%
337
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AC
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$4.36B AUM
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1-Year Est. Return
VCM
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$4.04T AUM
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1-Year Est. Return
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$194B AUM
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1-Year Est. Return
DSC
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$5.56B AUM
47.13%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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