IAS
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Investment Advisory Services’s SM Energy SM Stock Holding History

Investment Advisory Services’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 		$402K Hold
15,417
– – 0.12% 86
2026
Q1 		$481K Buy
+15,417
New +$352K 0.15% 79

Other funds holding SM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Investment Advisory Services's SM Position: Q2 2026 in Review

Investment Advisory Services held its SM Energy (SM) position steady in Q2 2026 at 15,417 shares worth $402K. The position accounts for 0.12% of the portfolio, ranked #86.

Investment Advisory Services first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $481K in Q1 2026. 95 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Investment Advisory Services held 15,417 shares of SM Energy worth $402K as of Q2 2026.
  • Investment Advisory Services left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up 0.12% of Investment Advisory Services's portfolio in Q2 2026, its #86 holding.
  • Investment Advisory Services first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Investment Advisory Services's SM Energy position peaked at $481K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.