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Belpointe Asset Management’s SM Energy SM Stock Holding History

Belpointe Asset 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 		– Sell
-6,987
Closed -$218K – 1225
2026
Q1 		$218K Buy
+6,987
New +$159K 0.01% 979
2023
Q2 		– Sell
-833
Closed -$23.4K – 2931
2023
Q1 		$23.4K Buy
833
+150
+22% +$4.58K ﹤0.01% 2222
2022
Q4 		$23.8K Buy
+683
New +$28.4K ﹤0.01% 2060

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

Belpointe Asset Management's SM Position: Q2 2026 in Review

Belpointe Asset Management sold out of SM Energy (SM) in Q2 2026, closing a stake of 6,987 shares — an estimated $218K sold.

Belpointe Asset Management first reported a position in SM in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Belpointe Asset Management reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 6,987 SM Energy shares in Q2 2026, an estimated $218K.
  • Belpointe Asset Management first reported a position in SM Energy in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's SM Energy position peaked at $218K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.