HCA
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Harbor Capital Advisors’s SM Energy SM Stock Holding History

Harbor Capital 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 		$82K Buy
3,127
+35
+1% +$1.05K 0.01% 661
2026
Q1 		$96K Buy
3,092
+1,116
+56% +$25.5K 0.01% 646
2025
Q4 		$37K Sell
1,976
-34
-2% -$689 ﹤0.01% 732
2025
Q3 		$50K Buy
2,010
+535
+36% +$14.4K ﹤0.01% 698
2025
Q2 		$36K Sell
1,475
-45
-3% -$1.09K ﹤0.01% 742
2025
Q1 		$46K Buy
1,520
+679
+81% +$24.4K ﹤0.01% 719
2024
Q4 		$33K Buy
841
+101
+14% +$4.26K ﹤0.01% 773
2024
Q3 		$30K Buy
+740
New +$32.1K ﹤0.01% 792

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

Harbor Capital Advisors's SM Position: Q2 2026 in Review

Harbor Capital Advisors increased its SM Energy (SM) stake by 1.1% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,127 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #661.

Harbor Capital Advisors first reported a position in SM in Q3 2024 and has held it in 8 quarters since. The position peaked at $96K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Harbor Capital Advisors held 3,127 shares of SM Energy worth $82K as of Q2 2026.
  • Harbor Capital Advisors bought 35 SM Energy shares in Q2 2026, an estimated $1.05K.
  • SM Energy made up 0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #661 holding.
  • Harbor Capital Advisors first reported a position in SM Energy in Q3 2024 and has held it in 8 quarters since.
  • Harbor Capital Advisors's SM Energy position peaked at $96K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.