FP
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Foundry Partners’s SM Energy SM Stock Holding History

Foundry Partners’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
2025
Q1 		$6.53M Buy
218,150
+22,389
+11% +$803K 0.35% 87
2024
Q4 		$7.59M Buy
195,761
+33,601
+21% +$1.42M 0.38% 80
2024
Q3 		$6.48M Buy
162,160
+33,486
+26% +$1.45M 0.32% 100
2024
Q2 		$5.56M Buy
128,674
+26,367
+26% +$1.29M 0.3% 103
2024
Q1 		$5.1M Buy
102,307
+96,727
+1,733% +$3.95M 0.27% 127
2023
Q4 		$216K Sell
5,580
-3,470
-38% -$134K 0.01% 281
2023
Q3 		$359K Buy
+9,050
New +$343K 0.02% 243

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Foundry Partners's SM Position: Q1 2025 in Review

Foundry Partners increased its SM Energy (SM) stake by 11% in Q1 2025, buying an estimated $803K and bringing the position to 218,150 shares worth $6.53M. The position accounts for 0.35% of the portfolio, ranked #87.

Foundry Partners first reported a position in SM in Q3 2023 and has held it in 7 quarters since. The position peaked at $7.59M in Q4 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Foundry Partners held 218,150 shares of SM Energy worth $6.53M as of Q1 2025.
  • Foundry Partners bought 22,389 SM Energy shares in Q1 2025, an estimated $803K.
  • SM Energy made up 0.35% of Foundry Partners's portfolio in Q1 2025, its #87 holding.
  • Foundry Partners first reported a position in SM Energy in Q3 2023 and has held it in 7 quarters since.
  • Foundry Partners's SM Energy position peaked at $7.59M in Q4 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.