HWM
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HB Wealth Management’s SM Energy SM Stock Holding History

HB Wealth Management’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 		$263K Buy
10,063
+1,711
+20% +$51.4K ﹤0.01% 1442
2026
Q1 		$260K Buy
+8,352
New +$191K ﹤0.01% 1306

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

HB Wealth Management's SM Position: Q2 2026 in Review

HB Wealth Management increased its SM Energy (SM) stake by 20% in Q2 2026, buying an estimated $51.4K and bringing the position to 10,063 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

HB Wealth Management first reported a position in SM in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • HB Wealth Management held 10,063 shares of SM Energy worth $263K as of Q2 2026.
  • HB Wealth Management bought 1,711 SM Energy shares in Q2 2026, an estimated $51.4K.
  • SM Energy made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1442 holding.
  • HB Wealth Management first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.