BHWM
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Bay Harbor Wealth Management’s SM Energy SM Stock Holding History

Bay Harbor Wealth Management’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 		$574 Buy
22
+18
+450% +$541 ﹤0.01% 1040
2026
Q1 		$124 Buy
4
+2
+100% +$46 ﹤0.01% 1200
2025
Q4 		$37 Hold
2
– – ﹤0.01% 1281
2025
Q3 		$49 Buy
2
+1
+100% +$27 ﹤0.01% 1242
2025
Q2 		$24 Sell
1
-1
-50% -$24 ﹤0.01% 1240
2025
Q1 		$59 Buy
+2
New +$72 ﹤0.01% 999

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

Bay Harbor Wealth Management's SM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its SM Energy (SM) stake by 450% in Q2 2026, buying an estimated $541 and bringing the position to 22 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Bay Harbor Wealth Management first reported a position in SM in Q1 2025 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Bay Harbor Wealth Management held 22 shares of SM Energy worth $574 as of Q2 2026.
  • Bay Harbor Wealth Management bought 18 SM Energy shares in Q2 2026, an estimated $541.
  • SM Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1040 holding.
  • Bay Harbor Wealth Management first reported a position in SM Energy in Q1 2025 and has held it in 6 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.