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Woodline Partners’s SM Energy SM Stock Holding History

Woodline Partners’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 		– Sell
-126,475
Closed -$2.37M – 1144
2025
Q4 		$2.37M Sell
126,475
-2,303,043
-95% -$46.7M 0.01% 752
2025
Q3 		$60.7M Buy
2,429,518
+1,616,822
+199% +$43.6M 0.29% 77
2025
Q2 		$20.1M Buy
+812,696
New +$19.7M 0.11% 285

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Woodline Partners's SM Position: Q1 2026 in Review

Woodline Partners sold out of SM Energy (SM) in Q1 2026, closing a stake of 126,475 shares — an estimated $2.37M sold.

Woodline Partners first reported a position in SM in Q2 2025 and held it in 3 quarters. The position peaked at $60.7M in Q3 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Woodline Partners reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Woodline Partners sold 126,475 SM Energy shares in Q1 2026, an estimated $2.37M.
  • Woodline Partners first reported a position in SM Energy in Q2 2025 and held it in 3 quarters.
  • Woodline Partners's SM Energy position peaked at $60.7M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.