P
SM icon

Pitcairn’s SM Energy SM Stock Holding History

Pitcairn’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
2025
Q4 		– Sell
-13,562
Closed -$339K – 485
2025
Q3 		$339K Sell
13,562
-1,203
-8% -$32.4K 0.03% 465
2025
Q2 		$365K Sell
14,765
-3,685
-20% -$89.2K 0.02% 500
2025
Q1 		$553K Sell
18,450
-2,764
-13% -$99.1K 0.03% 402
2024
Q4 		$822K Buy
21,214
+168
+0.8% +$7.09K 0.05% 293
2024
Q3 		$841K Buy
21,046
+4,734
+29% +$205K 0.05% 300
2024
Q2 		$705K Buy
16,312
+843
+5% +$41.4K 0.04% 337
2024
Q1 		$771K Buy
15,469
+2,612
+20% +$107K 0.05% 305
2023
Q4 		$498K Buy
12,857
+1,611
+14% +$62.1K 0.04% 401
2023
Q3 		$446K Buy
11,246
+1,145
+11% +$43.4K 0.04% 396
2023
Q2 		$319K Buy
+10,101
New +$285K 0.03% 493

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Pitcairn's SM Position: Q4 2025 in Review

Pitcairn sold out of SM Energy (SM) in Q4 2025, closing a stake of 13,562 shares — an estimated $339K sold.

Pitcairn first reported a position in SM in Q2 2023 and held it in 10 quarters. The position peaked at $841K in Q3 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Pitcairn reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 13,562 SM Energy shares in Q4 2025, an estimated $339K.
  • Pitcairn first reported a position in SM Energy in Q2 2023 and held it in 10 quarters.
  • Pitcairn's SM Energy position peaked at $841K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.