Mitsubishi UFJ Asset Management’s SM Energy SM Stock Holding History

Mitsubishi UFJ Asset Management’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	$6.11K	Buy	196 +98	+100%	+$2.24K	﹤0.01%	1471
2025 Q4	$1.88K	Hold	98	–	–	﹤0.01%	1603
2025 Q3	$2.45K	Hold	98	–	–	﹤0.01%	1564
2025 Q2	$2.42K	Hold	98	–	–	﹤0.01%	1575
2025 Q1	$2.94K	Hold	98	–	–	﹤0.01%	1539
2024 Q4	$3.98K	Hold	98	–	–	﹤0.01%	1488
2024 Q3	$3.92K	Hold	98	–	–	﹤0.01%	1479
2024 Q2	$4.24K	Hold	98	–	–	﹤0.01%	1411
2024 Q1	$4.88K	Hold	98	–	–	﹤0.01%	1341
2023 Q4	$3.86K	Hold	98	–	–	﹤0.01%	1400
2023 Q3	$3.89K	Buy	+98	New	+$3.72K	﹤0.01%	1331
2014 Q4	–	Sell	-6,900	Closed	-$538K	–	844
2014 Q3	$538K	Hold	6,900	–	–	0.02%	638
2014 Q2	$580K	Hold	6,900	–	–	0.01%	635
2014 Q1	$492K	Hold	6,900	–	–	0.01%	630
2013 Q4	$565K	Hold	6,900	–	–	0.02%	626
2013 Q3	$533K	Hold	6,900	–	–	0.01%	617
2013 Q2	$414K	Buy	+6,900	New	+$421K	0.01%	621

Other funds holding SM

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 Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mitsubishi UFJ Asset Management's SM Position: Q1 2026 in Review

Mitsubishi UFJ Asset Management increased its SM Energy (SM) stake by 100% in Q1 2026, buying an estimated $2.24K and bringing the position to 196 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Mitsubishi UFJ Asset Management first reported a position in SM in Q2 2013 and has held it in 17 quarters since. The position peaked at $580K in Q2 2014. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

Mitsubishi UFJ Asset Management held 196 shares of SM Energy worth $6.11K as of Q1 2026.
Mitsubishi UFJ Asset Management bought 98 SM Energy shares in Q1 2026, an estimated $2.24K.
SM Energy made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q1 2026, its #1471 holding.
Mitsubishi UFJ Asset Management first reported a position in SM Energy in Q2 2013 and has held it in 17 quarters since.
Mitsubishi UFJ Asset Management's SM Energy position peaked at $580K in Q2 2014.
510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q1 2026, filed 12 May 2026.