Geode Capital Management
SMC

Geode Capital Management’s Summit Midstream SMC Stock Holding History

Geode Capital Management’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.05M Buy
247,637
+14,615
+6% +$436K ﹤0.01% 2730
2026
Q1 		$7.05M Sell
233,022
-5,041
-2% -$147K ﹤0.01% 2567
2025
Q4 		$6.35M Buy
238,063
+7,497
+3% +$178K ﹤0.01% 2646
2025
Q3 		$4.74M Sell
230,566
-877
-0.4% -$20.4K ﹤0.01% 2809
2025
Q2 		$5.68M Buy
231,443
+134,388
+138% +$3.69M ﹤0.01% 2659
2025
Q1 		$3.29M Buy
97,055
+3,526
+4% +$142K ﹤0.01% 2855
2024
Q4 		$3.54M Sell
93,529
-1,020
-1% -$36.7K ﹤0.01% 2912
2024
Q3 		$3.31M Buy
+94,549
New +$3.41M ﹤0.01% 2953
2015
Q4 		– Sell
-903
Closed -$238K – 4152
2015
Q3 		$238K Buy
+903
New +$344K ﹤0.01% 3606

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $695M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management's SMC Position: Q2 2026 in Review

Geode Capital Management increased its Summit Midstream (SMC) stake by 6.3% in Q2 2026, buying an estimated $436K and bringing the position to 247,637 shares worth $7.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Geode Capital Management first reported a position in SMC in Q3 2015 and has held it in 9 quarters since. 74 funds tracked by Wall St. Rank hold SMC as of Q2 2026.

  • Geode Capital Management held 247,637 shares of Summit Midstream worth $7.05M as of Q2 2026.
  • Geode Capital Management bought 14,615 Summit Midstream shares in Q2 2026, an estimated $436K.
  • Summit Midstream made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2730 holding.
  • Geode Capital Management first reported a position in Summit Midstream in Q3 2015 and has held it in 9 quarters since.
  • 74 funds tracked by Wall St. Rank held Summit Midstream as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.