GI
SM icon

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
Q3 		$405K Buy
11,997
+1,889
+19% +$63.2K 0.01% 824
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

GAMMA Investing's SM Position: Q3 2026 in Review

GAMMA Investing increased its SM Energy (SM) stake by 19% in Q3 2026, buying an estimated $63.2K and bringing the position to 11,997 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #824.

GAMMA Investing first reported a position in SM in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • GAMMA Investing held 11,997 shares of SM Energy worth $405K as of Q3 2026.
  • GAMMA Investing bought 1,889 SM Energy shares in Q3 2026, an estimated $63.2K.
  • SM Energy made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #824 holding.
  • GAMMA Investing first reported a position in SM Energy in Q4 2023 and has held it in 12 quarters since.
  • 19 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.