William Blair Investment Management
SM icon

William Blair Investment Management’s SM Energy SM Stock Holding History

William Blair Investment Management’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
2025
Q3 		– Sell
-301,909
Closed -$7.46M – 448
2025
Q2 		$7.46M Sell
301,909
-399,528
-57% -$9.67M 0.02% 336
2025
Q1 		$21M Sell
701,437
-32,101
-4% -$1.15M 0.06% 287
2024
Q4 		$28.4M Sell
733,538
-243,682
-25% -$10.3M 0.07% 267
2024
Q3 		$39.1M Sell
977,220
-29,644
-3% -$1.29M 0.1% 174
2024
Q2 		$43.5M Sell
1,006,864
-2,016
-0.2% -$99K 0.11% 147
2024
Q1 		$50.3M Sell
1,008,880
-1,833
-0.2% -$74.9K 0.13% 149
2023
Q4 		$39.1M Sell
1,010,713
-21,733
-2% -$838K 0.11% 169
2023
Q3 		$40.9M Sell
1,032,446
-77,280
-7% -$2.93M 0.14% 150
2023
Q2 		$35.1M Buy
1,109,726
+90,800
+9% +$2.57M 0.11% 193
2023
Q1 		$28.7M Buy
1,018,926
+3,150
+0.3% +$96.1K 0.1% 227
2022
Q4 		$35.4M Sell
1,015,776
-38,304
-4% -$1.59M 0.14% 156
2022
Q3 		$39.6M Sell
1,054,080
-18,722
-2% -$737K 0.16% 137
2022
Q2 		$36.7M Buy
1,072,802
+637,621
+147% +$25.9M 0.14% 171
2022
Q1 		$16.9M Buy
+435,181
New +$15.7M 0.05% 301
2016
Q1 		– Sell
-122,615
Closed -$2.41M – 468
2015
Q4 		$2.41M Buy
122,615
+5,183
+4% +$158K 0.01% 382
2015
Q3 		$3.76M Buy
+117,432
New +$4.26M 0.01% 821

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

William Blair Investment Management's SM Position: Q3 2025 in Review

William Blair Investment Management sold out of SM Energy (SM) in Q3 2025, closing a stake of 301,909 shares — an estimated $7.46M sold.

William Blair Investment Management first reported a position in SM in Q3 2015 and held it in 16 quarters. The position peaked at $50.3M in Q1 2024. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • William Blair Investment Management reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
  • William Blair Investment Management sold 301,909 SM Energy shares in Q3 2025, an estimated $7.46M.
  • William Blair Investment Management first reported a position in SM Energy in Q3 2015 and held it in 16 quarters.
  • William Blair Investment Management's SM Energy position peaked at $50.3M in Q1 2024.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on William Blair Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.