QIM
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Quantitative Investment Management’s SM Energy SM Stock Holding History

Quantitative Investment 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
Q2 		$508K Buy
+19,486
New +$585K 0.06% 292
2024
Q2 		– Sell
-23,483
Closed -$1.17M – 416
2024
Q1 		$1.17M Sell
23,483
-5,711
-20% -$233K 0.07% 158
2023
Q4 		$1.13M Buy
+29,194
New +$1.13M 0.07% 244
2022
Q2 		– Sell
-13,479
Closed -$525K – 301
2022
Q1 		$525K Buy
+13,479
New +$486K 0.06% 134
2020
Q4 		– Sell
-201,478
Closed -$320K – 591
2020
Q3 		$320K Buy
+201,478
New +$563K 0.03% 311
2020
Q2 		– Sell
-194,193
Closed -$236K – 672
2020
Q1 		$236K Buy
+194,193
New +$1.37M 0.03% 427
2019
Q4 		– Sell
-38,299
Closed -$371K – 760
2019
Q3 		$371K Sell
38,299
-92,643
-71% -$944K 0.02% 504
2019
Q2 		$1.64M Buy
+130,942
New +$1.9M 0.06% 319
2019
Q1 		– Sell
-111,500
Closed -$1.73M – 811
2018
Q4 		$1.73M Buy
+111,500
New +$2.58M 0.09% 212
2018
Q3 		– Sell
-36,400
Closed -$935K – 850
2018
Q2 		$935K Buy
+36,400
New +$851K 0.02% 505
2017
Q3 		– Sell
-221,500
Closed -$3.66M – 824
2017
Q2 		$3.66M Buy
221,500
+48,900
+28% +$970K 0.06% 395
2017
Q1 		$4.14M Buy
+172,600
New +$4.78M 0.06% 367
2016
Q3 		– Sell
-58,000
Closed -$1.57M – 848
2016
Q2 		$1.57M Buy
58,000
+45,400
+360% +$1.27M 0.07% 341
2016
Q1 		$236K Sell
12,600
-138,800
-92% -$1.91M 0.01% 668
2015
Q4 		$2.98M Buy
+151,400
New +$4.61M 0.18% 149
2014
Q4 		– Sell
-9,400
Closed -$733K – 575
2014
Q3 		$733K Sell
9,400
-2,300
-20% -$188K 0.14% 128
2014
Q2 		$983K Buy
+11,700
New +$897K 0.18% 116
2013
Q4 		– Sell
-4,400
Closed -$339K – 702
2013
Q3 		$339K Buy
+4,400
New +$304K 0.03% 418

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

Quantitative Investment Management's SM Position: Q2 2026 in Review

Quantitative Investment Management opened a new position in SM Energy (SM) in Q2 2026: 19,486 shares worth $508K. The stake represents 0.06% of the portfolio and ranks #292 among its holdings. This is a return to the name: Quantitative Investment Management previously reported a position in SM as recently as Q1 2024.

Quantitative Investment Management first reported a position in SM in Q3 2013 and has held it in 18 quarters since. The position peaked at $4.14M in Q1 2017. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Quantitative Investment Management held 19,486 shares of SM Energy worth $508K as of Q2 2026.
  • SM Energy was a new Quantitative Investment Management position in Q2 2026.
  • SM Energy made up 0.06% of Quantitative Investment Management's portfolio in Q2 2026, its #292 holding.
  • Quantitative Investment Management first reported a position in SM Energy in Q3 2013 and has held it in 18 quarters since.
  • Quantitative Investment Management's SM Energy position peaked at $4.14M in Q1 2017.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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