William Blair & Company
SM icon

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
Q2 		$328K Sell
12,551
-114
-0.9% -$3.42K ﹤0.01% 1382
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
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

William Blair & Company's SM Position: Q2 2026 in Review

William Blair & Company reduced its SM Energy (SM) stake by 0.9% in Q2 2026, selling an estimated $3.42K and leaving 12,551 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

William Blair & Company first reported a position in SM in Q4 2013 and has held it in 20 quarters since. The position peaked at $55.3M in Q3 2014. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • William Blair & Company held 12,551 shares of SM Energy worth $328K as of Q2 2026.
  • William Blair & Company sold 114 SM Energy shares in Q2 2026, an estimated $3.42K.
  • SM Energy made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1382 holding.
  • William Blair & Company first reported a position in SM Energy in Q4 2013 and has held it in 20 quarters since.
  • William Blair & Company's SM Energy position peaked at $55.3M in Q3 2014.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.