Wells Fargo’s SM Energy SM Stock Holding History

Wells Fargo’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	$12.5M	Buy	400,000 +20,000	+5%	+$456K	﹤0.01%	1864
2025 Q4	$7.11M	Hold	380,000	–	–	﹤0.01%	2341
2025 Q3	$9.49M	Hold	380,000	–	–	﹤0.01%	2051
2025 Q2	$9.39M	Hold	380,000	–	–	﹤0.01%	1967
2025 Q1	$11.4M	Hold	380,000	–	–	﹤0.01%	1760
2024 Q4	$14.7M	Buy	+380,000	New	+$16M	﹤0.01%	1565
2019 Q3	–	Sell	-48,600	Closed	-$51K	–	6679
2019 Q2	$51K	Buy	+48,600	New	+$705K	﹤0.01%	5545
2017 Q3	–	Sell	-29,500	Closed	-$18K	–	6447
2017 Q2	$18K	Buy	+29,500	New	+$585K	﹤0.01%	5650

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.