Wells Fargo’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.86M | Buy |
252,113
+39,273
| +18% | +$896K | ﹤0.01% | 2224 |
|
|
2025
Q4 | $3.98M | Sell |
212,840
-66,585
| -24% | -$1.35M | ﹤0.01% | 2895 |
|
|
2025
Q3 | $6.98M | Buy |
279,425
+34,469
| +14% | +$930K | ﹤0.01% | 2302 |
|
|
2025
Q2 | $6.05M | Buy |
244,956
+27,313
| +13% | +$661K | ﹤0.01% | 2320 |
|
|
2025
Q1 | $6.52M | Sell |
217,643
-45,678
| -17% | -$1.64M | ﹤0.01% | 2201 |
|
|
2024
Q4 | $10.2M | Buy |
263,321
+67,178
| +34% | +$2.84M | ﹤0.01% | 1872 |
|
|
2024
Q3 | $7.84M | Buy |
196,143
+1,331
| +0.7% | +$57.7K | ﹤0.01% | 2044 |
|
|
2024
Q2 | $8.42M | Buy |
194,812
+87,446
| +81% | +$4.29M | ﹤0.01% | 1873 |
|
|
2024
Q1 | $5.35M | Buy |
107,366
+906
| +0.9% | +$37K | ﹤0.01% | 2207 |
|
|
2023
Q4 | $4.12M | Buy |
106,460
+17,255
| +19% | +$665K | ﹤0.01% | 2357 |
|
|
2023
Q3 | $3.54M | Sell |
89,205
-78,377
| -47% | -$2.97M | ﹤0.01% | 2357 |
|
|
2023
Q2 | $5.3M | Sell |
167,582
-12,142
| -7% | -$343K | ﹤0.01% | 2105 |
|
|
2023
Q1 | $5.06M | Sell |
179,724
-12,179
| -6% | -$372K | ﹤0.01% | 2107 |
|
|
2022
Q4 | $6.68M | Sell |
191,903
-61,356
| -24% | -$2.55M | ﹤0.01% | 1848 |
|
|
2022
Q3 | $9.53M | Buy |
253,259
+120,049
| +90% | +$4.72M | ﹤0.01% | 1557 |
|
|
2022
Q2 | $4.55M | Buy |
133,210
+4,372
| +3% | +$178K | ﹤0.01% | 2169 |
|
|
2022
Q1 | $5.02M | Sell |
128,838
-15,290
| -11% | -$551K | ﹤0.01% | 2455 |
|
|
2021
Q4 | $4.25M | Buy |
144,128
+14,764
| +11% | +$461K | ﹤0.01% | 2738 |
|
|
2021
Q3 | $3.41M | Sell |
129,364
-18,992
| -13% | -$384K | ﹤0.01% | 3204 |
|
|
2021
Q2 | $3.65M | Sell |
148,356
-558,533
| -79% | -$10.8M | ﹤0.01% | 3150 |
|
|
2021
Q1 | $11.6M | Sell |
706,889
-618,373
| -47% | -$7.9M | ﹤0.01% | 2084 |
|
|
2020
Q4 | $8.11M | Buy |
1,325,262
+524,554
| +66% | +$1.77M | ﹤0.01% | 2285 |
|
|
2020
Q3 | $1.27M | Buy |
800,708
+456,450
| +133% | +$1.27M | ﹤0.01% | 3674 |
|
|
2020
Q2 | $1.29M | Buy |
344,258
+132,995
| +63% | +$435K | ﹤0.01% | 3611 |
|
|
2020
Q1 | $258K | Buy |
211,263
+62,992
| +42% | +$445K | ﹤0.01% | 4512 |
|
|
2019
Q4 | $1.67M | Sell |
148,271
-67,526
| -31% | -$608K | ﹤0.01% | 3490 |
|
|
2019
Q3 | $2.09M | Buy |
215,797
+60,741
| +39% | +$619K | ﹤0.01% | 3298 |
|
|
2019
Q2 | $1.94M | Sell |
155,056
-86,833
| -36% | -$1.26M | ﹤0.01% | 3395 |
|
|
2019
Q1 | $4.23M | Sell |
241,889
-56,129
| -19% | -$997K | ﹤0.01% | 2716 |
|
|
2018
Q4 | $4.61M | Sell |
298,018
-104,217
| -26% | -$2.41M | ﹤0.01% | 2509 |
|
|
2018
Q3 | $12.7M | Sell |
402,235
-16,128
| -4% | -$463K | ﹤0.01% | 1880 |
|
|
2018
Q2 | $10.7M | Buy |
418,363
+36,603
| +10% | +$855K | ﹤0.01% | 2009 |
|
|
2018
Q1 | $6.88M | Sell |
381,760
-52,341
| -12% | -$1.13M | ﹤0.01% | 2351 |
|
|
2017
Q4 | $9.59M | Buy |
434,101
+13,350
| +3% | +$269K | ﹤0.01% | 2036 |
|
|
2017
Q3 | $7.46M | Buy |
420,751
+69,592
| +20% | +$1.09M | ﹤0.01% | 2198 |
|
|
2017
Q2 | $5.8M | Sell |
351,159
-32,622
| -9% | -$647K | ﹤0.01% | 2331 |
|
|
2017
Q1 | $9.22M | Sell |
383,781
-43,901
| -10% | -$1.22M | ﹤0.01% | 1945 |
|
|
2016
Q4 | $14.7M | Buy |
427,682
+149,548
| +54% | +$5.4M | 0.01% | 1574 |
|
|
2016
Q3 | $10.7M | Buy |
278,134
+172,061
| +162% | +$5.51M | ﹤0.01% | 1714 |
|
|
2016
Q2 | $2.86M | Sell |
106,073
-12,202
| -10% | -$342K | ﹤0.01% | 2717 |
|
|
2016
Q1 | $2.22M | Sell |
118,275
-111,391
| -49% | -$1.54M | ﹤0.01% | 2851 |
|
|
2015
Q4 | $4.52M | Buy |
229,666
+9,868
| +4% | +$301K | ﹤0.01% | 2399 |
|
|
2015
Q3 | $7.04M | Sell |
219,798
-6,641
| -3% | -$241K | ﹤0.01% | 2063 |
|
|
2015
Q2 | $10.4M | Sell |
226,439
-5,705
| -2% | -$301K | ﹤0.01% | 1879 |
|
|
2015
Q1 | $12M | Sell |
232,144
-459,569
| -66% | -$19.9M | ﹤0.01% | 1717 |
|
|
2014
Q4 | $26.7M | Buy |
691,713
+140,129
| +25% | +$7.02M | 0.01% | 1103 |
|
|
2014
Q3 | $43M | Buy |
551,584
+65,453
| +13% | +$5.34M | 0.02% | 819 |
|
|
2014
Q2 | $40.9M | Sell |
486,131
-19,855
| -4% | -$1.52M | 0.02% | 879 |
|
|
2014
Q1 | $36.1M | Buy |
505,986
+10,979
| +2% | +$859K | 0.02% | 917 |
|
|
2013
Q4 | $41.1M | Sell |
495,007
-16,270
| -3% | -$1.39M | 0.02% | 848 |
|
|
2013
Q3 | $39.5M | Buy |
511,277
+122,173
| +31% | +$8.45M | 0.02% | 806 |
|
|
2013
Q2 | $23.3M | Buy |
+389,104
| New | +$23.7M | 0.01% | 1045 |
|
Other funds holding SM
VPM
AC
VCM
DSC
Wells Fargo's SM Position: Q1 2026 in Review
Wells Fargo increased its SM Energy (SM) stake by 18% in Q1 2026, buying an estimated $896K and bringing the position to 252,113 shares worth $7.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2224.
Wells Fargo first reported a position in SM in Q2 2013 and has held it in 52 quarters since. The position peaked at $43M in Q3 2014. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.
- Wells Fargo held 252,113 shares of SM Energy worth $7.86M as of Q1 2026.
- Wells Fargo bought 39,273 SM Energy shares in Q1 2026, an estimated $896K.
- SM Energy made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2224 holding.
- Wells Fargo first reported a position in SM Energy in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's SM Energy position peaked at $43M in Q3 2014.
- 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.