Cambridge Investment Research Advisors’s SM Energy SM Stock Holding History

Cambridge Investment Research 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	$498K	Buy	19,078 +839	+5%	+$25.2K	﹤0.01%	2752
2026 Q1	$569K	Buy	+18,239	New	+$416K	﹤0.01%	2673
2025 Q2	–	Sell	-8,800	Closed	-$264K	–	3748
2025 Q1	$264K	Sell	8,800 -610	-6%	-$21.9K	﹤0.01%	2980
2024 Q4	$365K	Buy	9,410 +1,478	+19%	+$62.4K	﹤0.01%	2675
2024 Q3	$317K	Buy	7,932 +127	+2%	+$5.51K	﹤0.01%	2791
2024 Q2	$337K	Buy	+7,805	New	+$383K	﹤0.01%	2611

Other funds holding SM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Cambridge Investment Research Advisors's SM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its SM Energy (SM) stake by 4.6% in Q2 2026, buying an estimated $25.2K and bringing the position to 19,078 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

Cambridge Investment Research Advisors first reported a position in SM in Q2 2024 and has held it in 6 quarters since. The position peaked at $569K in Q1 2026. 100 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Cambridge Investment Research Advisors held 19,078 shares of SM Energy worth $498K as of Q2 2026.
Cambridge Investment Research Advisors bought 839 SM Energy shares in Q2 2026, an estimated $25.2K.
SM Energy made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2752 holding.
Cambridge Investment Research Advisors first reported a position in SM Energy in Q2 2024 and has held it in 6 quarters since.
Cambridge Investment Research Advisors's SM Energy position peaked at $569K in Q1 2026.
100 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.