Mariner
SM icon

Mariner’s SM Energy SM Stock Holding History

Mariner’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 		$2.04M Buy
+65,387
New +$1.49M ﹤0.01% 1513
2025
Q4 		– Sell
-22,299
Closed -$557K – 3788
2025
Q3 		$557K Sell
22,299
-3,964
-15% -$107K ﹤0.01% 2346
2025
Q2 		$649K Buy
26,263
+524
+2% +$12.7K ﹤0.01% 2133
2025
Q1 		$771K Sell
25,739
-109,528
-81% -$3.93M ﹤0.01% 1871
2024
Q4 		$5.24M Sell
135,267
-4,460
-3% -$188K 0.01% 783
2024
Q3 		$5.58M Sell
139,727
-4,403
-3% -$191K 0.01% 741
2024
Q2 		$6.23M Sell
144,130
-9,034
-6% -$444K 0.01% 656
2024
Q1 		$7.64M Buy
153,164
+2,538
+2% +$104K 0.02% 587
2023
Q4 		$5.83M Sell
150,626
-1,741
-1% -$67.1K 0.01% 631
2023
Q3 		$6.04M Buy
152,367
+2,029
+1% +$76.9K 0.02% 584
2023
Q2 		$4.76M Buy
150,338
+6,777
+5% +$191K 0.01% 666
2023
Q1 		$4.04M Sell
143,561
-60,268
-30% -$1.84M 0.01% 699
2022
Q4 		$7.1M Buy
203,829
+8,302
+4% +$345K 0.02% 492
2022
Q3 		$7.35M Buy
195,527
+550
+0.3% +$21.6K 0.03% 413
2022
Q2 		$6.67M Buy
194,977
+641
+0.3% +$26K 0.03% 408
2022
Q1 		$7.57M Buy
194,336
+29,815
+18% +$1.07M 0.03% 397
2021
Q4 		$4.85M Buy
164,521
+4,902
+3% +$153K 0.02% 440
2021
Q3 		$4.21M Buy
+159,619
New +$3.22M 0.02% 389

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

Mariner's SM Position: Q1 2026 in Review

Mariner opened a new position in SM Energy (SM) in Q1 2026: 65,387 shares worth $2.04M. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings. This is a return to the name: Mariner previously reported a position in SM as recently as Q3 2025.

Mariner first reported a position in SM in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.64M in Q1 2024. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Mariner held 65,387 shares of SM Energy worth $2.04M as of Q1 2026.
  • SM Energy was a new Mariner position in Q1 2026.
  • SM Energy made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1513 holding.
  • Mariner first reported a position in SM Energy in Q3 2021 and has held it in 18 quarters since.
  • Mariner's SM Energy position peaked at $7.64M in Q1 2024.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

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