GI
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GAMMA Investing’s SM Energy SM Stock Holding History

GAMMA Investing’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 		$264K Buy
10,108
+371
+4% +$11.1K 0.01% 1060
2026
Q1 		$304K Buy
9,737
+7,475
+330% +$171K 0.01% 837
2025
Q4 		$42.3K Sell
2,262
-4,603
-67% -$93.2K ﹤0.01% 2182
2025
Q3 		$171K Buy
6,865
+894
+15% +$24.1K 0.01% 1086
2025
Q2 		$148K Buy
5,971
+1,282
+27% +$31K 0.01% 1129
2025
Q1 		$140K Sell
4,689
-737
-14% -$26.4K 0.01% 979
2024
Q4 		$210K Sell
5,426
-1,636
-23% -$69.1K 0.02% 666
2024
Q3 		$282K Buy
7,062
+505
+8% +$21.9K 0.03% 490
2024
Q2 		$283K Buy
6,557
+989
+18% +$48.6K 0.04% 402
2024
Q1 		$278K Buy
5,568
+1,343
+32% +$54.9K 0.06% 312
2023
Q4 		$157K Buy
+4,225
New +$163K 0.04% 383

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

GAMMA Investing's SM Position: Q2 2026 in Review

GAMMA Investing increased its SM Energy (SM) stake by 3.8% in Q2 2026, buying an estimated $11.1K and bringing the position to 10,108 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1060.

GAMMA Investing first reported a position in SM in Q4 2023 and has held it in 11 quarters since. The position peaked at $304K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • GAMMA Investing held 10,108 shares of SM Energy worth $264K as of Q2 2026.
  • GAMMA Investing bought 371 SM Energy shares in Q2 2026, an estimated $11.1K.
  • SM Energy made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1060 holding.
  • GAMMA Investing first reported a position in SM Energy in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's SM Energy position peaked at $304K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.