Wells Fargo
SM icon

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
Q2 		$392K Buy
+15,000
New +$451K ﹤0.01% 4790
2019
Q4 		– Sell
-300,000
Closed -$42K – 6696
2019
Q3 		$42K Buy
+300,000
New +$3.06M ﹤0.01% 5609
2018
Q3 		– Sell
-35,000
Closed -$9K – 6548
2018
Q2 		$9K Buy
+35,000
New +$818K ﹤0.01% 5981

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

Wells Fargo's SM Position: Q2 2026 in Review

Wells Fargo increased its SM Energy (SM) stake by 56% in Q2 2026, buying an estimated $4.26M and bringing the position to 393,796 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Wells Fargo first reported a position in SM in Q2 2013 and has held it in 53 quarters since. The position peaked at $43M in Q3 2014. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Wells Fargo held 393,796 shares of SM Energy worth $10.3M as of Q2 2026.
  • Wells Fargo bought 141,683 SM Energy shares in Q2 2026, an estimated $4.26M.
  • SM Energy made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2172 holding.
  • Wells Fargo first reported a position in SM Energy in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's SM Energy position peaked at $43M in Q3 2014.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.