Abel Hall LLC
SM icon

Abel Hall LLC’s SM Energy SM Stock Holding History

Abel Hall LLC’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
Q3 		$442K Sell
13,078
-25,916
-66% -$867K 0.08% 263
2026
Q2 		$1.02M Sell
38,994
-15,100
-28% -$454K 0.18% 79
2026
Q1 		$1.69M Buy
+54,094
New +$1.23M 0.36% 36

Other funds holding SM

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Abel Hall LLC's SM Position: Q3 2026 in Review

Abel Hall LLC reduced its SM Energy (SM) stake by 66% in Q3 2026, selling an estimated $867K and leaving 13,078 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #263.

Abel Hall LLC first reported a position in SM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.69M in Q1 2026. 109 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Abel Hall LLC held 13,078 shares of SM Energy worth $442K as of Q3 2026.
  • Abel Hall LLC sold 25,916 SM Energy shares in Q3 2026, an estimated $867K.
  • SM Energy made up 0.08% of Abel Hall LLC's portfolio in Q3 2026, its #263 holding.
  • Abel Hall LLC first reported a position in SM Energy in Q1 2026 and has held it in 3 quarters since.
  • Abel Hall LLC's SM Energy position peaked at $1.69M in Q1 2026.
  • 109 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.