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Bogart Wealth LLC’s SM Energy SM Stock Holding History

Bogart Wealth LLC’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 		$1.12K Buy
43
+19
+79% +$571 ﹤0.01% 1591
2026
Q1 		$748 Buy
+24
New +$548 ﹤0.01% 1506
2025
Q1 		– Sell
-33
Closed -$1.28K – 1505
2024
Q4 		$1.28K Buy
+33
New +$1.39K ﹤0.01% 1179

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

Bogart Wealth LLC's SM Position: Q2 2026 in Review

Bogart Wealth LLC increased its SM Energy (SM) stake by 79% in Q2 2026, buying an estimated $571 and bringing the position to 43 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Bogart Wealth LLC first reported a position in SM in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.28K in Q4 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Bogart Wealth LLC held 43 shares of SM Energy worth $1.12K as of Q2 2026.
  • Bogart Wealth LLC bought 19 SM Energy shares in Q2 2026, an estimated $571.
  • SM Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1591 holding.
  • Bogart Wealth LLC first reported a position in SM Energy in Q4 2024 and has held it in 3 quarters since.
  • Bogart Wealth LLC's SM Energy position peaked at $1.28K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.