AIP
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Almanack Investment Partners’s SM Energy SM Stock Holding History

Almanack Investment 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
Q2 		$525K Buy
+20,123
New +$604K 0.07% 162

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

Almanack Investment Partners's SM Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in SM Energy (SM) in Q2 2026: 20,123 shares worth $525K. The stake represents 0.07% of the portfolio and ranks #162 among its holdings.

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

  • Almanack Investment Partners held 20,123 shares of SM Energy worth $525K as of Q2 2026.
  • SM Energy was a new Almanack Investment Partners position in Q2 2026.
  • SM Energy made up 0.07% of Almanack Investment Partners's portfolio in Q2 2026, its #162 holding.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.