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Cromwell Holdings’s SM Energy SM Stock Holding History

Cromwell Holdings’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 		$600 Hold
23
– – ﹤0.01% 1036
2026
Q1 		$717 Buy
+23
New +$525 ﹤0.01% 925

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AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
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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

Cromwell Holdings's SM Position: Q2 2026 in Review

Cromwell Holdings held its SM Energy (SM) position steady in Q2 2026 at 23 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Cromwell Holdings first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $717 in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Cromwell Holdings held 23 shares of SM Energy worth $600 as of Q2 2026.
  • Cromwell Holdings left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #1036 holding.
  • Cromwell Holdings first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Cromwell Holdings's SM Energy position peaked at $717 in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.