Action Point Financial Planning’s SM Energy SM Stock Holding History

Action Point Financial Planning’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	$2.77K	Buy	+111	New	+$3.33K	﹤0.01%	2096

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's SM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SM Energy (SM) in Q2 2026: 111 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #2096 among its holdings.

496 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Action Point Financial Planning held 111 shares of SM Energy worth $2.77K as of Q2 2026.
SM Energy was a new Action Point Financial Planning position in Q2 2026.
SM Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2096 holding.
496 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.