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Joel Greenblatt’s SM Energy SM Stock Holding History

Joel Greenblatt’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 		$31M Sell
1,186,853
-41,531
-3% -$1.25M 0.07% 392
2026
Q1 		$38.3M Buy
1,228,384
+1,217,544
+11,232% +$27.8M 0.12% 200
2025
Q4 		$203K Buy
10,840
+559
+5% +$11.3K ﹤0.01% 1653
2025
Q3 		$257K Buy
10,281
+258
+3% +$6.96K ﹤0.01% 1547
2025
Q2 		$248K Sell
10,023
-3,675
-27% -$89K ﹤0.01% 1517
2025
Q1 		$410K Sell
13,698
-25,386
-65% -$911K ﹤0.01% 1288
2024
Q4 		$1.51M Sell
39,084
-46,900
-55% -$1.98M 0.01% 786
2024
Q3 		$3.44M Buy
85,984
+68,623
+395% +$2.98M 0.04% 587
2024
Q2 		$751K Buy
17,361
+727
+4% +$35.7K 0.01% 964
2024
Q1 		$829K Buy
16,634
+5,244
+46% +$214K 0.01% 899
2023
Q4 		$441K Sell
11,390
-4,025
-26% -$155K 0.01% 1031
2023
Q3 		$611K Buy
15,415
+502
+3% +$19K 0.01% 919
2023
Q2 		$472K Buy
14,913
+1,560
+12% +$44.1K 0.01% 994
2023
Q1 		$376K Hold
13,353
– – 0.01% 1056
2022
Q4 		$465K Hold
13,353
– – 0.01% 909
2022
Q3 		$502K Sell
13,353
-3,542
-21% -$139K 0.02% 845
2022
Q2 		$578K Buy
16,895
+1,264
+8% +$51.4K 0.02% 744
2022
Q1 		$609K Sell
15,631
-56,087
-78% -$2.02M 0.02% 741
2021
Q4 		$2.11M Sell
71,718
-38,607
-35% -$1.21M 0.07% 333
2021
Q3 		$2.91M Buy
110,325
+4,627
+4% +$93.5K 0.12% 226
2021
Q2 		$2.6M Sell
105,698
-1,974
-2% -$38.2K 0.11% 252
2021
Q1 		$1.76M Sell
107,672
-108,610
-50% -$1.39M 0.08% 319
2020
Q4 		$1.32M Buy
+216,282
New +$729K 0.04% 465
2019
Q1 		– Sell
-17,216
Closed -$267K – 1228
2018
Q4 		$267K Buy
+17,216
New +$398K ﹤0.01% 886

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

Joel Greenblatt's SM Position: Q2 2026 in Review

Joel Greenblatt reduced its SM Energy (SM) stake by 3.4% in Q2 2026, selling an estimated $1.25M and leaving 1,186,853 shares worth $31M. The position accounts for 0.07% of the portfolio, ranked #392.

Joel Greenblatt first reported a position in SM in Q4 2018 and has held it in 24 quarters since. The position peaked at $38.3M in Q1 2026. 496 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Joel Greenblatt held 1,186,853 shares of SM Energy worth $31M as of Q2 2026.
  • Joel Greenblatt sold 41,531 SM Energy shares in Q2 2026, an estimated $1.25M.
  • SM Energy made up 0.07% of Joel Greenblatt's portfolio in Q2 2026, its #392 holding.
  • Joel Greenblatt first reported a position in SM Energy in Q4 2018 and has held it in 24 quarters since.
  • Joel Greenblatt's SM Energy position peaked at $38.3M in Q1 2026.
  • 496 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.