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Cornerstone Planning Group’s SM Energy SM Stock Holding History

Cornerstone Planning Group’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 		$1.2K Buy
+36
New +$1.08K ﹤0.01% 1453
2025
Q1 		– Sell
-8
Closed -$318 – 1674
2024
Q4 		$318 Buy
+8
New +$338 ﹤0.01% 1274
2023
Q3 		– Sell
-16
Closed -$506 – 1293
2023
Q2 		$506 Buy
+16
New +$452 ﹤0.01% 1459
2022
Q4 		$904 Buy
+27
New +$1.12K ﹤0.01% 1378

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

Cornerstone Planning Group's SM Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in SM Energy (SM) in Q2 2026: 36 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in SM as recently as Q4 2024.

Cornerstone Planning Group first reported a position in SM in Q4 2022 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Cornerstone Planning Group held 36 shares of SM Energy worth $1.2K as of Q2 2026.
  • SM Energy was a new Cornerstone Planning Group position in Q2 2026.
  • SM Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1453 holding.
  • Cornerstone Planning Group first reported a position in SM Energy in Q4 2022 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.