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Sterling Capital Management’s SM Energy SM Stock Holding History

Sterling Capital 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 		$722K Buy
27,651
+19,338
+233% +$581K 0.01% 662
2026
Q1 		$259K Buy
8,313
+1,724
+26% +$39.3K ﹤0.01% 1060
2025
Q4 		$123K Sell
6,589
-1,317
-17% -$26.7K ﹤0.01% 1451
2025
Q3 		$197K Buy
7,906
+4,823
+156% +$130K ﹤0.01% 1328
2025
Q2 		$76.2K Buy
3,083
+1,422
+86% +$34.4K ﹤0.01% 1415
2025
Q1 		$49.7K Sell
1,661
-17,332
-91% -$622K ﹤0.01% 1426
2024
Q4 		$736K Buy
18,993
+2,711
+17% +$114K 0.01% 729
2024
Q3 		$651K Buy
+16,282
New +$706K 0.01% 732
2014
Q3 		– Sell
-4,900
Closed -$412K – 946
2014
Q2 		$412K Buy
+4,900
New +$376K ﹤0.01% 770

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

Sterling Capital Management's SM Position: Q2 2026 in Review

Sterling Capital Management increased its SM Energy (SM) stake by 233% in Q2 2026, buying an estimated $581K and bringing the position to 27,651 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #662.

Sterling Capital Management first reported a position in SM in Q2 2014 and has held it in 9 quarters since. The position peaked at $736K in Q4 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Sterling Capital Management held 27,651 shares of SM Energy worth $722K as of Q2 2026.
  • Sterling Capital Management bought 19,338 SM Energy shares in Q2 2026, an estimated $581K.
  • SM Energy made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #662 holding.
  • Sterling Capital Management first reported a position in SM Energy in Q2 2014 and has held it in 9 quarters since.
  • Sterling Capital Management's SM Energy position peaked at $736K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.