MV Capital Management’s SM Energy SM Stock Holding History

MV Capital Management’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	$3.03K	Buy	116 +51	+78%	+$1.53K	﹤0.01%	727
2026 Q1	$2.03K	Buy	65 +50	+333%	+$1.14K	﹤0.01%	751
2025 Q4	$281	Sell	15 -112	-88%	-$2.27K	﹤0.01%	990
2025 Q3	$3.17K	Hold	127	–	–	﹤0.01%	656
2025 Q2	$3.14K	Buy	127 +124	+4,133%	+$3K	﹤0.01%	658
2025 Q1	$90	Hold	3	–	–	﹤0.01%	995
2024 Q4	$117	Buy	3 +2	+200%	+$84	﹤0.01%	944
2024 Q3	$40	Sell	1 -1	-50%	-$43	﹤0.01%	1034
2024 Q2	$87	Hold	2	–	–	﹤0.01%	909
2024 Q1	$100	Buy	+2	New	+$82	﹤0.01%	770

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

MV Capital Management's SM Position: Q2 2026 in Review

MV Capital Management increased its SM Energy (SM) stake by 78% in Q2 2026, buying an estimated $1.53K and bringing the position to 116 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

MV Capital Management first reported a position in SM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.17K in Q3 2025. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

MV Capital Management held 116 shares of SM Energy worth $3.03K as of Q2 2026.
MV Capital Management bought 51 SM Energy shares in Q2 2026, an estimated $1.53K.
SM Energy made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #727 holding.
MV Capital Management first reported a position in SM Energy in Q1 2024 and has held it in 10 quarters since.
MV Capital Management's SM Energy position peaked at $3.17K in Q3 2025.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.