William Blair & Company’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
$395K Sell
12,665
-164
-1% -$3.74K ﹤0.01% 1234
2025
Q4
$240K Buy
12,829
+72
+0.6% +$1.46K ﹤0.01% 1394
2025
Q3
$319K Buy
12,757
+11
+0.1% +$297 ﹤0.01% 1282
2025
Q2
$315K Buy
12,746
+13
+0.1% +$315 ﹤0.01% 1245
2025
Q1
$381K Buy
12,733
+1,508
+13% +$54.1K ﹤0.01% 1170
2024
Q4
$435K Hold
11,225
﹤0.01% 1139
2024
Q3
$449K Sell
11,225
-25
-0.2% -$1.08K ﹤0.01% 1147
2024
Q2
$486K Buy
11,250
+5,000
+80% +$246K ﹤0.01% 1105
2024
Q1
$312K Hold
6,250
﹤0.01% 1242
2023
Q4
$242K Buy
+6,250
New +$241K ﹤0.01% 1334
2022
Q4
Sell
-5,750
Closed -$216K 1874
2022
Q3
$216K Buy
+5,750
New +$226K ﹤0.01% 1359
2015
Q4
Sell
-9,500
Closed -$304K 1270
2015
Q3
$304K Sell
9,500
-120,804
-93% -$4.38M ﹤0.01% 1135
2015
Q2
$6.01M Buy
130,304
+452
+0.3% +$23.9K 0.01% 1022
2015
Q1
$6.71M Buy
129,852
+123,902
+2,082% +$5.38M 0.01% 948
2014
Q4
$229K Sell
5,950
-703,499
-99% -$35.2M ﹤0.01% 1937
2014
Q3
$55.3M Buy
709,449
+705,449
+17,636% +$57.6M 0.09% 282
2014
Q2
$336K Sell
4,000
-36
-0.9% -$2.76K ﹤0.01% 1773
2014
Q1
$288K Buy
4,036
+36
+0.9% +$2.82K ﹤0.01% 1777
2013
Q4
$332K Buy
+4,000
New +$341K ﹤0.01% 1709

Other funds holding SM