GRP
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Global Retirement Partners’s SM Energy SM Stock Holding History

Global Retirement Partners’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 		$79K Buy
+3,026
New +$90.9K ﹤0.01% 2227
2025
Q4 		$25.9K Buy
1,386
+535
+63% +$10.8K ﹤0.01% 2756
2025
Q3 		$21.2K Buy
851
+697
+453% +$18.8K ﹤0.01% 2371
2025
Q2 		$3.81K Buy
+154
New +$3.73K ﹤0.01% 3009
2024
Q4 		$84.5K Buy
2,179
+736
+51% +$31.1K ﹤0.01% 1359
2024
Q3 		$57.7K Buy
1,443
+310
+27% +$13.4K ﹤0.01% 1495
2024
Q2 		$49K Buy
1,133
+444
+64% +$21.8K ﹤0.01% 1545
2024
Q1 		$34.3K Buy
689
+599
+666% +$24.5K ﹤0.01% 1575
2023
Q4 		$3.2K Buy
90
+46
+105% +$1.77K ﹤0.01% 2490
2023
Q3 		$1.6K Buy
44
+8
+22% +$303 ﹤0.01% 2615
2023
Q2 		$1.14K Sell
36
-90
-71% -$2.54K ﹤0.01% 2740
2023
Q1 		$3.24K Sell
126
-440
-78% -$13.4K ﹤0.01% 2325
2022
Q4 		$19.7K Sell
566
-17
-3% -$707 ﹤0.01% 1487
2022
Q3 		$26K Buy
583
+508
+677% +$20K ﹤0.01% 1278
2022
Q2 		$3K Buy
75
+30
+67% +$1.22K ﹤0.01% 2106
2022
Q1 		$2K Buy
+45
New +$1.62K ﹤0.01% 2247
2017
Q2 		– Sell
-45
Closed -$1K – 1170
2017
Q1 		$1K Sell
45
-100
-69% -$2.77K ﹤0.01% 1073
2016
Q4 		$5K Buy
+145
New +$5.24K ﹤0.01% 858

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 $3.38T AUM 44.17% 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

Global Retirement Partners's SM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in SM Energy (SM) in Q2 2026: 3,026 shares worth $79K. The stake represents ﹤0.01% of the portfolio and ranks #2227 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SM as recently as Q4 2025.

Global Retirement Partners first reported a position in SM in Q4 2016 and has held it in 18 quarters since. The position peaked at $84.5K in Q4 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Global Retirement Partners held 3,026 shares of SM Energy worth $79K as of Q2 2026.
  • SM Energy was a new Global Retirement Partners position in Q2 2026.
  • SM Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2227 holding.
  • Global Retirement Partners first reported a position in SM Energy in Q4 2016 and has held it in 18 quarters since.
  • Global Retirement Partners's SM Energy position peaked at $84.5K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.