JIR
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James Investment Research’s SM Energy SM Stock Holding History

James Investment Research’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 		– Sell
-6,700
Closed -$209K – 381
2026
Q1 		$209K Buy
+6,700
New +$153K 0.02% 327
2018
Q4 		– Sell
-70,680
Closed -$2.23M – 881
2018
Q3 		$2.23M Buy
+70,680
New +$2.03M 0.09% 259

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

James Investment Research's SM Position: Q2 2026 in Review

James Investment Research sold out of SM Energy (SM) in Q2 2026, closing a stake of 6,700 shares — an estimated $209K sold.

James Investment Research first reported a position in SM in Q3 2018 and held it in 2 quarters. The position peaked at $2.23M in Q3 2018. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • James Investment Research reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • James Investment Research sold 6,700 SM Energy shares in Q2 2026, an estimated $209K.
  • James Investment Research first reported a position in SM Energy in Q3 2018 and held it in 2 quarters.
  • James Investment Research's SM Energy position peaked at $2.23M in Q3 2018.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.