J.W. Cole Advisors’s SM Energy SM Stock Holding History

J.W. Cole 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	–	Sell	-28,116	Closed	-$877K	–	1628
2026 Q1	$877K	Buy	+28,116	New	+$641K	0.03%	404

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

J.W. Cole Advisors's SM Position: Q2 2026 in Review

J.W. Cole Advisors sold out of SM Energy (SM) in Q2 2026, closing a stake of 28,116 shares — an estimated $877K sold.

J.W. Cole Advisors first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $877K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

J.W. Cole Advisors reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
J.W. Cole Advisors sold 28,116 SM Energy shares in Q2 2026, an estimated $877K.
J.W. Cole Advisors first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
J.W. Cole Advisors's SM Energy position peaked at $877K in Q1 2026.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.