Barrow, Hanley, Mewhinney & Strauss
SM icon

Barrow, Hanley, Mewhinney & Strauss’s SM Energy SM Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		– Sell
-363
Closed -$11.3K – 426
2026
Q1 		$11.3K Hold
363
– – ﹤0.01% 222
2025
Q4 		$6.79K Hold
363
– – ﹤0.01% 251
2025
Q3 		$9.06K Hold
363
– – ﹤0.01% 222
2025
Q2 		$8.97K Hold
363
– – ﹤0.01% 210
2025
Q1 		$10.9K Buy
363
+270
+290% +$9.68K ﹤0.01% 213
2024
Q4 		$3.6K Buy
+93
New +$3.93K ﹤0.01% 277
2022
Q1 		– Sell
-723
Closed -$21K – 340
2021
Q4 		$21K Buy
+723
New +$22.6K ﹤0.01% 313

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

Barrow, Hanley, Mewhinney & Strauss's SM Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of SM Energy (SM) in Q2 2026, closing a stake of 363 shares — an estimated $11.3K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in SM in Q4 2021 and held it in 7 quarters. The position peaked at $21K in Q4 2021. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 363 SM Energy shares in Q2 2026, an estimated $11.3K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in SM Energy in Q4 2021 and held it in 7 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's SM Energy position peaked at $21K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.