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William Blair & Company’s
SM Energy
SM
Stock Holding History
William Blair & Company’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
$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
BlackRock
New York
$5.7T 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
AC
Aristeia Capital
Greenwich, Connecticut
$4.36B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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