MPWT
SM icon

MassMutual Private Wealth & Trust’s SM Energy SM Stock Holding History

MassMutual Private Wealth & Trust’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 		$42.2K Sell
1,615
-76
-4% -$2.28K ﹤0.01% 841
2026
Q1 		$52.7K Buy
1,691
+1,149
+212% +$26.2K ﹤0.01% 751
2025
Q4 		$10.1K Sell
542
-1,394
-72% -$28.2K ﹤0.01% 1380
2025
Q3 		$48.3K Buy
1,936
+49
+3% +$1.32K ﹤0.01% 816
2025
Q2 		$46.6K Buy
1,887
+1,451
+333% +$35.1K ﹤0.01% 807
2025
Q1 		$13.1K Sell
436
-51
-10% -$1.83K ﹤0.01% 1197
2024
Q4 		$18.9K Sell
487
-41
-8% -$1.73K ﹤0.01% 1029
2024
Q3 		$21.1K Sell
528
-344
-39% -$14.9K ﹤0.01% 892
2024
Q2 		$37.7K Buy
872
+340
+64% +$16.7K ﹤0.01% 700
2024
Q1 		$26.5K Buy
532
+176
+49% +$7.2K ﹤0.01% 759
2023
Q4 		$13.8K Buy
356
+14
+4% +$540 ﹤0.01% 909
2023
Q3 		$13.6K Hold
342
– – ﹤0.01% 904
2023
Q2 		$10.8K Buy
342
+108
+46% +$3.05K ﹤0.01% 941
2023
Q1 		$6.59K Buy
234
+68
+41% +$2.07K ﹤0.01% 1075
2022
Q4 		$6K Hold
166
– – ﹤0.01% 956
2022
Q3 		$6K Sell
166
-4
-2% -$157 ﹤0.01% 905
2022
Q2 		$6K Buy
170
+13
+8% +$528 ﹤0.01% 852
2022
Q1 		$6K Hold
157
– – ﹤0.01% 885
2021
Q4 		$5K Buy
+157
New +$4.9K ﹤0.01% 911

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

MassMutual Private Wealth & Trust's SM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its SM Energy (SM) stake by 4.5% in Q2 2026, selling an estimated $2.28K and leaving 1,615 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

MassMutual Private Wealth & Trust first reported a position in SM in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.7K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,615 shares of SM Energy worth $42.2K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 76 SM Energy shares in Q2 2026, an estimated $2.28K.
  • SM Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #841 holding.
  • MassMutual Private Wealth & Trust first reported a position in SM Energy in Q4 2021 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's SM Energy position peaked at $52.7K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.