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Foster & Motley’s SM Energy SM Stock Holding History

Foster & Motley’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 		– Sell
-7,777
Closed -$242K – 415
2026
Q1 		$242K Buy
+7,777
New +$177K 0.01% 377
2025
Q4 		– Sell
-11,959
Closed -$299K – 403
2025
Q3 		$299K Sell
11,959
-2,089
-15% -$56.3K 0.02% 341
2025
Q2 		$347K Sell
14,048
-4,512
-24% -$109K 0.02% 329
2025
Q1 		$556K Buy
18,560
+9,727
+110% +$349K 0.04% 266
2024
Q4 		$342K Buy
+8,833
New +$373K 0.02% 319

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

Foster & Motley's SM Position: Q2 2026 in Review

Foster & Motley sold out of SM Energy (SM) in Q2 2026, closing a stake of 7,777 shares — an estimated $242K sold.

Foster & Motley first reported a position in SM in Q4 2024 and held it in 5 quarters. The position peaked at $556K in Q1 2025. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Foster & Motley reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Foster & Motley sold 7,777 SM Energy shares in Q2 2026, an estimated $242K.
  • Foster & Motley first reported a position in SM Energy in Q4 2024 and held it in 5 quarters.
  • Foster & Motley's SM Energy position peaked at $556K in Q1 2025.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.