BBHC
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Brown Brothers Harriman & Co’s SM Energy SM Stock Holding History

Brown Brothers Harriman & Co’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 		$268K Sell
10,267
-356
-3% -$10.7K ﹤0.01% 818
2026
Q1 		$331K Buy
10,623
+10,394
+4,539% +$237K ﹤0.01% 722
2025
Q4 		$4.28K Buy
+229
New +$4.64K ﹤0.01% 1554
2024
Q4 		– Sell
-40
Closed -$1.6K – 1568
2024
Q3 		$1.6K Buy
+40
New +$1.74K ﹤0.01% 1322
2019
Q3 		– Sell
-50,289
Closed -$630K – 1282
2019
Q2 		$630K Sell
50,289
-5,640
-10% -$81.9K ﹤0.01% 252
2019
Q1 		$978K Hold
55,929
– – 0.01% 207
2018
Q4 		$866K Sell
55,929
-170
-0.3% -$3.93K 0.01% 208
2018
Q3 		$1.77M Hold
56,099
– – 0.01% 155
2018
Q2 		$1.44M Hold
56,099
– – 0.01% 158
2018
Q1 		$1.01M Hold
56,099
– – 0.01% 185
2017
Q4 		$1.24M Buy
56,099
+170
+0.3% +$3.43K 0.01% 168
2017
Q3 		$992K Hold
55,929
– – 0.01% 179
2017
Q2 		$925K Hold
55,929
– – 0.01% 175
2017
Q1 		$1.34M Hold
55,929
– – 0.01% 152
2016
Q4 		$1.93M Hold
55,929
– – 0.01% 136
2016
Q3 		$2.16M Hold
55,929
– – 0.01% 134
2016
Q2 		$1.51M Hold
55,929
– – 0.01% 155
2016
Q1 		$1.05M Hold
55,929
– – 0.01% 179
2015
Q4 		$1.1M Hold
55,929
– – 0.01% 186
2015
Q3 		$1.79M Hold
55,929
– – 0.01% 157
2015
Q2 		$2.58M Hold
55,929
– – 0.01% 136
2015
Q1 		$2.89M Sell
55,929
-48,767
-47% -$2.12M 0.01% 125
2014
Q4 		$4.61M Buy
104,696
+48,767
+87% +$2.44M 0.02% 106
2014
Q3 		$4.36M Sell
55,929
-6,225
-10% -$508K 0.02% 112
2014
Q2 		$5.23M Hold
62,154
– – 0.02% 111
2014
Q1 		$4.43M Sell
62,154
-65,154
-51% -$5.1M 0.02% 111
2013
Q4 		$10.6M Buy
127,308
+23,661
+23% +$2.02M 0.02% 102
2013
Q3 		$8M Hold
103,647
– – 0.04% 83
2013
Q2 		$6.22M Buy
+103,647
New +$6.32M 0.03% 98

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

Brown Brothers Harriman & Co's SM Position: Q2 2026 in Review

Brown Brothers Harriman & Co reduced its SM Energy (SM) stake by 3.4% in Q2 2026, selling an estimated $10.7K and leaving 10,267 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Brown Brothers Harriman & Co first reported a position in SM in Q2 2013 and has held it in 29 quarters since. The position peaked at $10.6M in Q4 2013. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Brown Brothers Harriman & Co held 10,267 shares of SM Energy worth $268K as of Q2 2026.
  • Brown Brothers Harriman & Co sold 356 SM Energy shares in Q2 2026, an estimated $10.7K.
  • SM Energy made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #818 holding.
  • Brown Brothers Harriman & Co first reported a position in SM Energy in Q2 2013 and has held it in 29 quarters since.
  • Brown Brothers Harriman & Co's SM Energy position peaked at $10.6M in Q4 2013.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.