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SM icon

Inspire Investing’s SM Energy SM Stock Holding History

Inspire 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 		$678K Buy
25,983
+892
+4% +$26.8K 0.03% 764
2026
Q1 		$782K Sell
25,091
-4,451
-15% -$102K 0.05% 367
2025
Q4 		$552K Buy
29,542
+7,548
+34% +$153K 0.05% 314
2025
Q3 		$549K Buy
21,994
+2,960
+16% +$79.8K 0.05% 292
2025
Q2 		$470K Buy
19,034
+5,728
+43% +$139K 0.05% 301
2025
Q1 		$399K Buy
13,306
+1,854
+16% +$66.5K 0.05% 312
2024
Q4 		$444K Buy
11,452
+93
+0.8% +$3.93K 0.05% 328
2024
Q3 		$454K Buy
11,359
+2,277
+25% +$98.8K 0.05% 343
2024
Q2 		$393K Buy
9,082
+613
+7% +$30.1K 0.05% 344
2024
Q1 		$422K Sell
8,469
-1,408
-14% -$57.6K 0.04% 361
2023
Q4 		$382K Buy
9,877
+2,174
+28% +$83.8K 0.04% 692
2023
Q3 		$305K Sell
7,703
-2,192
-22% -$83.1K 0.04% 720
2023
Q2 		$313K Buy
9,895
+237
+2% +$6.7K 0.04% 683
2023
Q1 		$272K Buy
9,658
+2,888
+43% +$88.1K 0.03% 691
2022
Q4 		$236K Buy
6,770
+1,231
+22% +$51.2K 0.03% 504
2022
Q3 		$208K Sell
5,539
-705
-11% -$27.7K 0.03% 411
2022
Q2 		$213K Buy
6,244
+259
+4% +$10.5K 0.03% 448
2022
Q1 		$233K Sell
5,985
-2,464
-29% -$88.8K 0.03% 763
2021
Q4 		$249K Sell
8,449
-1,253
-13% -$39.1K 0.03% 529
2021
Q3 		$256K Sell
9,702
-8,514
-47% -$172K 0.03% 351
2021
Q2 		$449K Buy
18,216
+552
+3% +$10.7K 0.06% 380
2021
Q1 		$289K Sell
17,664
-14,948
-46% -$191K 0.04% 533
2020
Q4 		$200K Buy
+32,612
New +$110K 0.04% 613
2020
Q1 		– Sell
-16,632
Closed -$187K – 789
2019
Q4 		$187K Sell
16,632
-834
-5% -$7.51K 0.07% 287
2019
Q3 		$169K Buy
17,466
+3,166
+22% +$32.3K 0.06% 363
2019
Q2 		$179K Buy
+14,300
New +$208K 0.08% 268
2018
Q1 		– Sell
-2,943
Closed -$65K – 620
2017
Q4 		$65K Buy
+2,943
New +$59.4K 0.06% 247

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

Inspire Investing's SM Position: Q2 2026 in Review

Inspire Investing increased its SM Energy (SM) stake by 3.6% in Q2 2026, buying an estimated $26.8K and bringing the position to 25,983 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #764.

Inspire Investing first reported a position in SM in Q4 2017 and has held it in 27 quarters since. The position peaked at $782K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Inspire Investing held 25,983 shares of SM Energy worth $678K as of Q2 2026.
  • Inspire Investing bought 892 SM Energy shares in Q2 2026, an estimated $26.8K.
  • SM Energy made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #764 holding.
  • Inspire Investing first reported a position in SM Energy in Q4 2017 and has held it in 27 quarters since.
  • Inspire Investing's SM Energy position peaked at $782K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.