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

Hohimer 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 		$253K Buy
9,688
+48
+0.5% +$1.44K 0.03% 310
2026
Q1 		$301K Buy
+9,640
New +$220K 0.04% 241
2025
Q3 		– Sell
-8,176
Closed -$202K – 371
2025
Q2 		$202K Buy
+8,176
New +$198K 0.04% 246

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

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

Hohimer Wealth Management increased its SM Energy (SM) stake by 0.5% in Q2 2026, buying an estimated $1.44K and bringing the position to 9,688 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #310.

Hohimer Wealth Management first reported a position in SM in Q2 2025 and has held it in 3 quarters since. The position peaked at $301K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Hohimer Wealth Management held 9,688 shares of SM Energy worth $253K as of Q2 2026.
  • Hohimer Wealth Management bought 48 SM Energy shares in Q2 2026, an estimated $1.44K.
  • SM Energy made up 0.03% of Hohimer Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Hohimer Wealth Management first reported a position in SM Energy in Q2 2025 and has held it in 3 quarters since.
  • Hohimer Wealth Management's SM Energy position peaked at $301K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.