Wedge Capital Management
SM icon

Wedge Capital Management’s SM Energy SM Stock Holding History

Wedge 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
Q3 		$2.58M Sell
76,450
-22,449
-23% -$751K 0.05% 296
2026
Q2 		$2.58M Sell
98,899
-4,679
-5% -$141K 0.04% 291
2026
Q1 		$3.23M Sell
103,578
-514,281
-83% -$11.7M 0.06% 251
2025
Q4 		$11.6M Buy
617,859
+87,834
+17% +$1.78M 0.21% 121
2025
Q3 		$13.2M Sell
530,025
-93,592
-15% -$2.52M 0.22% 119
2025
Q2 		$15.4M Buy
623,617
+41,247
+7% +$999K 0.28% 101
2025
Q1 		$17.4M Buy
582,370
+22,126
+4% +$794K 0.34% 86
2024
Q4 		$21.7M Sell
560,244
-137
-0% -$5.78K 0.39% 84
2024
Q3 		$22.4M Sell
560,381
-32,860
-6% -$1.43M 0.39% 86
2024
Q2 		$25.6M Buy
593,241
+27,405
+5% +$1.35M 0.45% 77
2024
Q1 		$28.2M Sell
565,836
-63,791
-10% -$2.61M 0.46% 74
2023
Q4 		$24.4M Buy
629,627
+94,419
+18% +$3.64M 0.44% 74
2023
Q3 		$21.2M Sell
535,208
-73,143
-12% -$2.77M 0.42% 78
2023
Q2 		$19.2M Sell
608,351
-251,782
-29% -$7.11M 0.31% 107
2023
Q1 		$24.2M Buy
860,133
+100,538
+13% +$3.07M 0.41% 99
2022
Q4 		$26.5M Buy
759,595
+208,926
+38% +$8.69M 0.43% 105
2022
Q3 		$20.7M Buy
550,669
+10,801
+2% +$425K 0.35% 118
2022
Q2 		$18.5M Buy
+539,868
New +$21.9M 0.29% 137
2016
Q1 		– Sell
-458,320
Closed -$9.01M – 600
2015
Q4 		$9.01M Buy
458,320
+100,820
+28% +$3.07M 0.1% 240
2015
Q3 		$11.5M Buy
357,500
+3,100
+0.9% +$112K 0.12% 213
2015
Q2 		$16.3M Buy
354,400
+26,780
+8% +$1.41M 0.16% 176
2015
Q1 		$16.9M Buy
+327,620
New +$14.2M 0.17% 170

Other funds holding SM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wedge Capital Management's SM Position: Q3 2026 in Review

Wedge Capital Management reduced its SM Energy (SM) stake by 23% in Q3 2026, selling an estimated $751K and leaving 76,450 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #296.

Wedge Capital Management first reported a position in SM in Q1 2015 and has held it in 22 quarters since. The position peaked at $28.2M in Q1 2024. 414 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Wedge Capital Management held 76,450 shares of SM Energy worth $2.58M as of Q3 2026.
  • Wedge Capital Management sold 22,449 SM Energy shares in Q3 2026, an estimated $751K.
  • SM Energy made up 0.05% of Wedge Capital Management's portfolio in Q3 2026, its #296 holding.
  • Wedge Capital Management first reported a position in SM Energy in Q1 2015 and has held it in 22 quarters since.
  • Wedge Capital Management's SM Energy position peaked at $28.2M in Q1 2024.
  • 414 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.