AAP
SM icon

Arax Advisory Partners’s SM Energy SM Stock Holding History

Arax Advisory 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 		$259K Buy
9,924
+7,142
+257% +$215K ﹤0.01% 2064
2026
Q1 		$86.3K Buy
2,782
+2,382
+596% +$54.3K ﹤0.01% 1460
2025
Q4 		$7.48K Sell
400
-352
-47% -$7.13K ﹤0.01% 2632
2025
Q3 		$18.8K Buy
752
+417
+124% +$11.2K ﹤0.01% 2290
2025
Q2 		$8.28K Buy
335
+162
+94% +$3.92K ﹤0.01% 2049
2025
Q1 		$5.18K Buy
173
+128
+284% +$4.59K ﹤0.01% 1763
2024
Q4 		$1.74K Buy
45
+19
+73% +$802 ﹤0.01% 2038
2024
Q3 		$1.04K Sell
26
-73
-74% -$3.17K ﹤0.01% 2238
2024
Q2 		$4.28K Buy
+99
New +$4.86K ﹤0.01% 1662

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
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Arax Advisory Partners's SM Position: Q2 2026 in Review

Arax Advisory Partners increased its SM Energy (SM) stake by 257% in Q2 2026, buying an estimated $215K and bringing the position to 9,924 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Arax Advisory Partners first reported a position in SM in Q2 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Arax Advisory Partners held 9,924 shares of SM Energy worth $259K as of Q2 2026.
  • Arax Advisory Partners bought 7,142 SM Energy shares in Q2 2026, an estimated $215K.
  • SM Energy made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2064 holding.
  • Arax Advisory Partners first reported a position in SM Energy in Q2 2024 and has held it in 9 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.