Janney Montgomery Scott
SM icon

Janney Montgomery Scott’s SM Energy SM Stock Holding History

Janney Montgomery Scott’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 		$207K Sell
7,948
-10,758
-58% -$323K ﹤0.01% 2976
2026
Q1 		$583K Buy
+18,706
New +$427K ﹤0.01% 1951
2025
Q4 		– Sell
-9,857
Closed -$246K – 3017
2025
Q3 		$246K Buy
9,857
+694
+8% +$18.7K ﹤0.01% 2610
2025
Q2 		$226K Sell
9,163
-12,095
-57% -$293K ﹤0.01% 2503
2025
Q1 		$637K Buy
21,258
+518
+2% +$18.6K ﹤0.01% 1823
2024
Q4 		$804K Sell
20,740
-1,617
-7% -$68.3K ﹤0.01% 1700
2024
Q3 		$894K Buy
22,357
+13,215
+145% +$573K ﹤0.01% 1577
2024
Q2 		$395K Sell
9,142
-292
-3% -$14.3K ﹤0.01% 2056
2024
Q1 		$470K Buy
9,434
+813
+9% +$33.2K ﹤0.01% 2047
2023
Q4 		$334K Buy
8,621
+1,768
+26% +$68.2K ﹤0.01% 2153
2023
Q3 		$272K Buy
+6,853
New +$260K ﹤0.01% 2193
2015
Q3 		– Sell
-7,380
Closed -$340K – 1459
2015
Q2 		$340K Sell
7,380
-777
-10% -$41K 0.01% 1417
2015
Q1 		$422K Buy
8,157
+718
+10% +$31.2K 0.01% 1496
2014
Q4 		$287K Buy
+7,439
New +$373K 0.01% 1725
2014
Q3 		– Sell
-3,422
Closed -$288K – 2321
2014
Q2 		$288K Buy
+3,422
New +$262K 0.01% 1648

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

Janney Montgomery Scott's SM Position: Q2 2026 in Review

Janney Montgomery Scott reduced its SM Energy (SM) stake by 58% in Q2 2026, selling an estimated $323K and leaving 7,948 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Janney Montgomery Scott first reported a position in SM in Q2 2014 and has held it in 15 quarters since. The position peaked at $894K in Q3 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Janney Montgomery Scott held 7,948 shares of SM Energy worth $207K as of Q2 2026.
  • Janney Montgomery Scott sold 10,758 SM Energy shares in Q2 2026, an estimated $323K.
  • SM Energy made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2976 holding.
  • Janney Montgomery Scott first reported a position in SM Energy in Q2 2014 and has held it in 15 quarters since.
  • Janney Montgomery Scott's SM Energy position peaked at $894K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.