SAM
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Smartleaf Asset Management’s SM Energy SM Stock Holding History

Smartleaf 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 		$28.2K Hold
1,078
– – ﹤0.01% 1827
2026
Q1 		$34.7K Sell
1,078
-769
-42% -$17.5K ﹤0.01% 1663
2025
Q4 		$34.7K Sell
1,847
-187
-9% -$3.79K ﹤0.01% 1726
2025
Q3 		$52.6K Buy
2,034
+169
+9% +$4.56K ﹤0.01% 1376
2025
Q2 		$46.8K Sell
1,865
-2,332
-56% -$56.5K ﹤0.01% 1197
2025
Q1 		$123K Buy
4,197
+57
+1% +$2.04K 0.01% 748
2024
Q4 		$159K Buy
4,140
+3,470
+518% +$147K 0.02% 626
2024
Q3 		$26.7K Sell
670
-121
-15% -$5.25K ﹤0.01% 1183
2024
Q2 		$34.3K Buy
791
+774
+4,553% +$38K 0.01% 839
2024
Q1 		$833 Buy
17
+11
+183% +$450 ﹤0.01% 1651
2023
Q4 		$0 Buy
+6
New +$231 ﹤0.01% 1224

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

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

Smartleaf Asset Management held its SM Energy (SM) position steady in Q2 2026 at 1,078 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Smartleaf Asset Management first reported a position in SM in Q4 2023 and has held it in 11 quarters since. The position peaked at $159K in Q4 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Smartleaf Asset Management held 1,078 shares of SM Energy worth $28.2K as of Q2 2026.
  • Smartleaf Asset Management left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1827 holding.
  • Smartleaf Asset Management first reported a position in SM Energy in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's SM Energy position peaked at $159K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.