Readystate Asset Management’s SM Energy SM Stock Holding History

Readystate 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 Q2	$5.82M	Buy	222,880 +166,208	+293%	+$4.99M	0.2%	106
2026 Q1	$1.77M	Buy	+56,672	New	+$1.29M	0.08%	163
2025 Q3	–	Sell	-11,013	Closed	-$272K	–	649
2025 Q2	$272K	Sell	11,013 -4,886	-31%	-$118K	0.01%	540
2025 Q1	$476K	Buy	15,899 +6,018	+61%	+$216K	0.02%	470
2024 Q4	$383K	Buy	+9,881	New	+$417K	0.01%	523
2024 Q1	–	Sell	-5,953	Closed	-$231K	–	1012
2023 Q4	$231K	Sell	5,953 -1,800	-23%	-$69.4K	0.01%	522
2023 Q3	$307K	Sell	7,753 -1,867	-19%	-$70.8K	0.02%	457
2023 Q2	$304K	Hold	9,620	–	–	0.02%	244
2023 Q1	$271K	Buy	9,620 +1,700	+21%	+$51.9K	0.03%	312
2022 Q4	$276K	Buy	+7,920	New	+$329K	0.07%	81

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Readystate Asset Management's SM Position: Q2 2026 in Review

Readystate Asset Management increased its SM Energy (SM) stake by 293% in Q2 2026, buying an estimated $4.99M and bringing the position to 222,880 shares worth $5.82M. The position accounts for 0.2% of the portfolio, ranked #106.

Readystate Asset Management first reported a position in SM in Q4 2022 and has held it in 10 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Readystate Asset Management held 222,880 shares of SM Energy worth $5.82M as of Q2 2026.
Readystate Asset Management bought 166,208 SM Energy shares in Q2 2026, an estimated $4.99M.
SM Energy made up 0.2% of Readystate Asset Management's portfolio in Q2 2026, its #106 holding.
Readystate Asset Management first reported a position in SM Energy in Q4 2022 and has held it in 10 quarters since.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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