WCM
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
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% -$5.79K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Wedge Capital Management reduced its SM Energy (SM) stake by 4.5% in Q2 2026, selling an estimated $141K and leaving 98,899 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #291.

Wedge Capital Management first reported a position in SM in Q1 2015 and has held it in 21 quarters since. The position peaked at $28.2M in Q1 2024. 95 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Wedge Capital Management held 98,899 shares of SM Energy worth $2.58M as of Q2 2026.
  • Wedge Capital Management sold 4,679 SM Energy shares in Q2 2026, an estimated $141K.
  • SM Energy made up 0.04% of Wedge Capital Management's portfolio in Q2 2026, its #291 holding.
  • Wedge Capital Management first reported a position in SM Energy in Q1 2015 and has held it in 21 quarters since.
  • Wedge Capital Management's SM Energy position peaked at $28.2M in Q1 2024.
  • 95 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.