FAM
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Fulcrum Asset Management’s SM Energy SM Stock Holding History

Fulcrum Asset Management’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 		$1.34M Buy
+51,348
New +$1.54M 0.13% 186

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

Fulcrum Asset Management's SM Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in SM Energy (SM) in Q2 2026: 51,348 shares worth $1.34M. The stake represents 0.13% of the portfolio and ranks #186 among its holdings.

498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Fulcrum Asset Management held 51,348 shares of SM Energy worth $1.34M as of Q2 2026.
  • SM Energy was a new Fulcrum Asset Management position in Q2 2026.
  • SM Energy made up 0.13% of Fulcrum Asset Management's portfolio in Q2 2026, its #186 holding.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.