Ray Dalio
SM icon

Ray Dalio’s SM Energy SM Stock Holding History

Ray Dalio’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
-47,514
Closed -$889K – 1201
2025
Q4 		$889K Sell
47,514
-434,636
-90% -$8.8M ﹤0.01% 905
2025
Q3 		$12M Buy
482,150
+133,116
+38% +$3.59M 0.05% 301
2025
Q2 		$8.62M Buy
349,034
+313,165
+873% +$7.58M 0.03% 275
2025
Q1 		$1.07M Sell
35,869
-267,535
-88% -$9.6M 0.01% 516
2024
Q4 		$11.8M Sell
303,404
-180,715
-37% -$7.63M 0.05% 233
2024
Q3 		$19.4M Buy
484,119
+279,417
+136% +$12.1M 0.11% 160
2024
Q2 		$8.85M Buy
+204,702
New +$10.1M 0.05% 265
2023
Q4 		– Sell
-141,268
Closed -$5.6M – 806
2023
Q3 		$5.6M Buy
+141,268
New +$5.36M 0.03% 339
2022
Q4 		– Sell
-91,399
Closed -$3.44M – 922
2022
Q3 		$3.44M Buy
+91,399
New +$3.6M 0.02% 458
2015
Q2 		– Sell
-4,157
Closed -$215K – 390
2015
Q1 		$215K Buy
+4,157
New +$180K ﹤0.01% 312
2014
Q4 		– Sell
-18,483
Closed -$1.44M – 407
2014
Q3 		$1.44M Buy
+18,483
New +$1.51M 0.01% 193

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 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

Ray Dalio's SM Position: Q1 2026 in Review

Ray Dalio sold out of SM Energy (SM) in Q1 2026, closing a stake of 47,514 shares — an estimated $889K sold.

Ray Dalio first reported a position in SM in Q3 2014 and held it in 11 quarters. The position peaked at $19.4M in Q3 2024. 513 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Ray Dalio reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 47,514 SM Energy shares in Q1 2026, an estimated $889K.
  • Ray Dalio first reported a position in SM Energy in Q3 2014 and held it in 11 quarters.
  • Ray Dalio's SM Energy position peaked at $19.4M in Q3 2024.
  • 513 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.