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SM icon

InceptionR’s SM Energy SM Stock Holding History

InceptionR’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 		– Sell
-14,935
Closed -$279K – 881
2025
Q4 		$279K Buy
+14,935
New +$303K 0.08% 448
2024
Q3 		– Sell
-30,143
Closed -$1.3M – 851
2024
Q2 		$1.3M Buy
30,143
+9,837
+48% +$483K 0.37% 66
2024
Q1 		$1.01M Buy
+20,306
New +$830K 0.26% 141
2023
Q3 		– Sell
-8,580
Closed -$271K – 559
2023
Q2 		$271K Buy
+8,580
New +$242K 0.14% 296

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

InceptionR's SM Position: Q1 2026 in Review

InceptionR sold out of SM Energy (SM) in Q1 2026, closing a stake of 14,935 shares — an estimated $279K sold.

InceptionR first reported a position in SM in Q2 2023 and held it in 4 quarters. The position peaked at $1.3M in Q2 2024. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • InceptionR reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 14,935 SM Energy shares in Q1 2026, an estimated $279K.
  • InceptionR first reported a position in SM Energy in Q2 2023 and held it in 4 quarters.
  • InceptionR's SM Energy position peaked at $1.3M in Q2 2024.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.