FFO
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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
Q2 		$2.43K Buy
93
+55
+145% +$1.65K ﹤0.01% 1415
2026
Q1 		$1.19K Buy
+38
New +$867 ﹤0.01% 1462
2025
Q4 		– Sell
-327
Closed -$8.16K – 2105
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

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

Fortitude Family Office's SM Position: Q2 2026 in Review

Fortitude Family Office increased its SM Energy (SM) stake by 145% in Q2 2026, buying an estimated $1.65K and bringing the position to 93 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Fortitude Family Office first reported a position in SM in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.1K in Q4 2023. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Fortitude Family Office held 93 shares of SM Energy worth $2.43K as of Q2 2026.
  • Fortitude Family Office bought 55 SM Energy shares in Q2 2026, an estimated $1.65K.
  • SM Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1415 holding.
  • Fortitude Family Office first reported a position in SM Energy in Q4 2023 and has held it in 10 quarters since.
  • Fortitude Family Office's SM Energy position peaked at $16.1K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.