R Squared’s SM Energy SM Stock Holding History

R Squared’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	–	Sell	-12,260	Closed	-$229K	–	652
2025 Q4	$229K	Buy	+12,260	New	+$248K	0.11%	315
2025 Q1	–	Sell	-1,570	Closed	-$60.9K	–	1312
2024 Q4	$60.9K	Buy	+1,570	New	+$66.3K	0.06%	425

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

R Squared's SM Position: Q1 2026 in Review

R Squared sold out of SM Energy (SM) in Q1 2026, closing a stake of 12,260 shares — an estimated $229K sold.

R Squared first reported a position in SM in Q4 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

R Squared reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
R Squared sold 12,260 SM Energy shares in Q1 2026, an estimated $229K.
R Squared first reported a position in SM Energy in Q4 2024 and held it in 2 quarters.
R Squared's SM Energy position peaked at $229K in Q4 2025.
514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.