Ken Fisher
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Ken Fisher’s SM Energy SM Stock Holding History

Ken Fisher’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 		$30.6M Buy
981,392
+37,325
+4% +$852K 0.01% 282
2025
Q4 		$17.7M Buy
944,067
+47,735
+5% +$967K 0.01% 341
2025
Q3 		$22.4M Buy
896,332
+35,031
+4% +$945K 0.01% 314
2025
Q2 		$21.3M Sell
861,301
-575
-0.1% -$13.9K 0.01% 308
2025
Q1 		$25.8M Buy
861,876
+342,574
+66% +$12.3M 0.01% 291
2024
Q4 		$20.1M Buy
519,302
+354,297
+215% +$15M 0.01% 341
2024
Q3 		$6.6M Buy
165,005
+24,660
+18% +$1.07M ﹤0.01% 459
2024
Q2 		$6.07M Buy
140,345
+74,561
+113% +$3.66M ﹤0.01% 472
2024
Q1 		$3.28M Buy
+65,784
New +$2.69M ﹤0.01% 537

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ken Fisher's SM Position: Q1 2026 in Review

Ken Fisher increased its SM Energy (SM) stake by 4% in Q1 2026, buying an estimated $852K and bringing the position to 981,392 shares worth $30.6M. The position accounts for 0.01% of the portfolio, ranked #282.

Ken Fisher first reported a position in SM in Q1 2024 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Ken Fisher held 981,392 shares of SM Energy worth $30.6M as of Q1 2026.
  • Ken Fisher bought 37,325 SM Energy shares in Q1 2026, an estimated $852K.
  • SM Energy made up 0.01% of Ken Fisher's portfolio in Q1 2026, its #282 holding.
  • Ken Fisher first reported a position in SM Energy in Q1 2024 and has held it in 9 quarters since.
  • 511 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.