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Bell Investment Advisors’s SM Energy SM Stock Holding History

Bell Investment Advisors’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 		$17K Hold
652
– – ﹤0.01% 527
2026
Q1 		$20.3K Buy
652
+501
+332% +$11.4K ﹤0.01% 447
2025
Q4 		$2.82K Sell
151
-30
-17% -$608 ﹤0.01% 1223
2025
Q3 		$4.52K Sell
181
-267
-60% -$7.2K ﹤0.01% 981
2025
Q2 		$11.1K Buy
448
+258
+136% +$6.25K ﹤0.01% 634
2025
Q1 		$5.69K Buy
190
+28
+17% +$1K ﹤0.01% 856
2024
Q4 		$6.28K Sell
162
-2
-1% -$84 ﹤0.01% 815
2024
Q3 		$6.56K Buy
164
+55
+50% +$2.39K ﹤0.01% 795
2024
Q2 		$4.71K Hold
109
– – ﹤0.01% 952
2024
Q1 		$5.43K Buy
109
+14
+15% +$572 ﹤0.01% 869
2023
Q4 		$3.68K Hold
95
– – ﹤0.01% 1044
2023
Q3 		$3.77K Buy
95
+14
+17% +$531 ﹤0.01% 954
2023
Q2 		$2.56K Sell
81
-55
-40% -$1.55K ﹤0.01% 1165
2023
Q1 		$3.83K Buy
136
+84
+162% +$2.56K ﹤0.01% 910
2022
Q4 		$1.81K Buy
52
+10
+24% +$416 ﹤0.01% 1344
2022
Q3 		$2K Buy
42
+2
+5% +$79 ﹤0.01% 1210
2022
Q2 		$1K Buy
+40
New +$1.63K ﹤0.01% 1594
2021
Q4 		$1K Hold
27
– – ﹤0.01% 1602
2021
Q3 		$1K Buy
+27
New +$545 ﹤0.01% 1562

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's SM Position: Q2 2026 in Review

Bell Investment Advisors held its SM Energy (SM) position steady in Q2 2026 at 652 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Bell Investment Advisors first reported a position in SM in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.3K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Bell Investment Advisors held 652 shares of SM Energy worth $17K as of Q2 2026.
  • Bell Investment Advisors left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #527 holding.
  • Bell Investment Advisors first reported a position in SM Energy in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's SM Energy position peaked at $20.3K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.