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SJS Investment Consulting’s SM Energy SM Stock Holding History

SJS Investment Consulting’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 		$4.65K Buy
178
+76
+75% +$2.28K ﹤0.01% 1419
2026
Q1 		$3.18K Buy
+102
New +$2.33K ﹤0.01% 1165
2025
Q4 		– Sell
-146
Closed -$3.65K – 2143
2025
Q3 		$3.65K Buy
+146
New +$3.94K ﹤0.01% 740
2025
Q2 		– Sell
-20
Closed -$599 – 1644
2025
Q1 		$599 Sell
20
-5
-20% -$179 ﹤0.01% 1184
2024
Q4 		$969 Hold
25
– – ﹤0.01% 1009
2024
Q3 		$1K Hold
25
– – ﹤0.01% 1070
2024
Q2 		$1.08K Hold
25
– – ﹤0.01% 998
2024
Q1 		$1.25K Sell
25
-3
-11% -$123 ﹤0.01% 952
2023
Q4 		$1.08K Buy
28
+2
+8% +$77 ﹤0.01% 924
2023
Q3 		$1.03K Buy
26
+6
+30% +$227 ﹤0.01% 922
2023
Q2 		$633 Buy
+20
New +$565 ﹤0.01% 1071
2023
Q1 		– Sell
-22
Closed -$766 – 1623
2022
Q4 		$766 Buy
22
+2
+10% +$83 ﹤0.01% 1065
2022
Q3 		$0 Buy
+20
New +$787 ﹤0.01% 1506

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

SJS Investment Consulting's SM Position: Q2 2026 in Review

SJS Investment Consulting increased its SM Energy (SM) stake by 75% in Q2 2026, buying an estimated $2.28K and bringing the position to 178 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

SJS Investment Consulting first reported a position in SM in Q3 2022 and has held it in 13 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • SJS Investment Consulting held 178 shares of SM Energy worth $4.65K as of Q2 2026.
  • SJS Investment Consulting bought 76 SM Energy shares in Q2 2026, an estimated $2.28K.
  • SM Energy made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1419 holding.
  • SJS Investment Consulting first reported a position in SM Energy in Q3 2022 and has held it in 13 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.