Solstein Capital’s SM Energy SM Stock Holding History

Solstein Capital’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	-33	Closed	-$617	–	508
2025 Q4	$617	Buy	+33	New	+$669	﹤0.01%	451

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Solstein Capital's SM Position: Q1 2026 in Review

Solstein Capital sold out of SM Energy (SM) in Q1 2026, closing a stake of 33 shares — an estimated $617 sold.

Solstein Capital first reported a position in SM in Q4 2025 and held it in 1 quarter. The position peaked at $617 in Q4 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

Solstein Capital reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
Solstein Capital sold 33 SM Energy shares in Q1 2026, an estimated $617.
Solstein Capital first reported a position in SM Energy in Q4 2025 and held it in 1 quarter.
Solstein Capital's SM Energy position peaked at $617 in Q4 2025.
514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.