Sachetta’s SM Energy SM Stock Holding History

Sachetta’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	$8.85K	Buy	339 +203	+149%	+$6.1K	﹤0.01%	472
2026 Q1	$4.24K	Buy	+136	New	+$3.1K	﹤0.01%	716
2024 Q3	–	Sell	-15	Closed	-$675	–	1293
2024 Q2	$675	Buy	+15	New	+$737	﹤0.01%	1123

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

Sachetta's SM Position: Q2 2026 in Review

Sachetta increased its SM Energy (SM) stake by 149% in Q2 2026, buying an estimated $6.1K and bringing the position to 339 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Sachetta first reported a position in SM in Q2 2024 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Sachetta held 339 shares of SM Energy worth $8.85K as of Q2 2026.
Sachetta bought 203 SM Energy shares in Q2 2026, an estimated $6.1K.
SM Energy made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #472 holding.
Sachetta first reported a position in SM Energy in Q2 2024 and has held it in 3 quarters since.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.