Sanctuary Advisors’s SM Energy SM Stock Holding History

Sanctuary 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	$360K	Buy	13,792 +4,670	+51%	+$140K	﹤0.01%	2207
2026 Q1	$284K	Buy	+9,122	New	+$208K	﹤0.01%	2126
2025 Q4	–	Sell	-10,401	Closed	-$260K	–	2558
2025 Q3	$260K	Sell	10,401 -2,534	-20%	-$68.3K	﹤0.01%	2088
2025 Q2	$320K	Sell	12,935 -6,926	-35%	-$168K	﹤0.01%	1878
2025 Q1	$595K	Sell	19,861 -48,207	-71%	-$1.73M	﹤0.01%	1423
2024 Q4	$2.7M	Buy	68,068 +34,895	+105%	+$1.47M	0.02%	743
2024 Q3	$1.53M	Buy	33,173 +1,774	+6%	+$77K	0.01%	1028
2024 Q2	$1.6M	Buy	+31,399	New	+$1.54M	0.01%	934

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's SM Position: Q2 2026 in Review

Sanctuary Advisors increased its SM Energy (SM) stake by 51% in Q2 2026, buying an estimated $140K and bringing the position to 13,792 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Sanctuary Advisors first reported a position in SM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q4 2024. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Sanctuary Advisors held 13,792 shares of SM Energy worth $360K as of Q2 2026.
Sanctuary Advisors bought 4,670 SM Energy shares in Q2 2026, an estimated $140K.
SM Energy made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2207 holding.
Sanctuary Advisors first reported a position in SM Energy in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's SM Energy position peaked at $2.7M in Q4 2024.
499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.