HSBC Holdings’s SM Energy SM Stock Holding History

HSBC Holdings’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
2015 Q3	–	Sell	-2,178	Closed	-$100K	–	2137
2015 Q2	$100K	Buy	+2,178	New	+$115K	﹤0.01%	1924

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings's SM Position: Q2 2026 in Review

HSBC Holdings sold out of SM Energy (SM) in Q2 2026, closing a stake of 59,225 shares — an estimated $1.86M sold.

HSBC Holdings first reported a position in SM in Q1 2014 and held it in 39 quarters. The position peaked at $6.12M in Q2 2023. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

HSBC Holdings reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
HSBC Holdings sold 59,225 SM Energy shares in Q2 2026, an estimated $1.86M.
HSBC Holdings first reported a position in SM Energy in Q1 2014 and held it in 39 quarters.
HSBC Holdings's SM Energy position peaked at $6.12M in Q2 2023.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.