Hussman Strategic Advisors’s SM Energy SM Stock Holding History

Hussman Strategic 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	$2.74M	Buy	+105,000	New	+$3.15M	0.63%	51
2025 Q2	–	Sell	-42,000	Closed	-$1.26M	–	285
2025 Q1	$1.26M	Buy	42,000 +21,000	+100%	+$753K	0.3%	131
2024 Q4	$814K	Buy	+21,000	New	+$887K	0.24%	150
2024 Q3	–	Sell	-21,000	Closed	-$908K	–	286
2024 Q2	$908K	Hold	21,000	–	–	0.25%	151
2024 Q1	$1.05M	Hold	21,000	–	–	0.24%	145
2023 Q4	$813K	Sell	21,000 -68,600	-77%	-$2.65M	0.18%	165
2023 Q3	$3.55M	Hold	89,600	–	–	0.68%	32
2023 Q2	$2.83M	Hold	89,600	–	–	0.52%	51
2023 Q1	$2.52M	Buy	89,600 +8,000	+10%	+$244K	0.4%	96
2022 Q4	$2.84M	Hold	81,600	–	–	0.46%	81
2022 Q3	$3.07M	Hold	81,600	–	–	0.53%	56
2022 Q2	$2.79M	Hold	81,600	–	–	0.48%	63
2022 Q1	$3.18M	Sell	81,600 -46,400	-36%	-$1.67M	0.62%	45
2021 Q4	$3.77M	Sell	128,000 -66,000	-34%	-$2.06M	0.83%	13
2021 Q3	$5.12M	Hold	194,000	–	–	1.13%	5
2021 Q2	$4.78M	Sell	194,000 -20,000	-9%	-$387K	0.99%	3
2021 Q1	$3.5M	Buy	+214,000	New	+$2.74M	0.72%	25

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

Hussman Strategic Advisors's SM Position: Q2 2026 in Review

Hussman Strategic Advisors opened a new position in SM Energy (SM) in Q2 2026: 105,000 shares worth $2.74M. The stake represents 0.63% of the portfolio and ranks #51 among its holdings. This is a return to the name: Hussman Strategic Advisors previously reported a position in SM as recently as Q1 2025.

Hussman Strategic Advisors first reported a position in SM in Q1 2021 and has held it in 17 quarters since. The position peaked at $5.12M in Q3 2021. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Hussman Strategic Advisors held 105,000 shares of SM Energy worth $2.74M as of Q2 2026.
SM Energy was a new Hussman Strategic Advisors position in Q2 2026.
SM Energy made up 0.63% of Hussman Strategic Advisors's portfolio in Q2 2026, its #51 holding.
Hussman Strategic Advisors first reported a position in SM Energy in Q1 2021 and has held it in 17 quarters since.
Hussman Strategic Advisors's SM Energy position peaked at $5.12M in Q3 2021.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Hussman Strategic Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.