FM
SM icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return