SWM
SM icon

SHP Wealth Management’s SM Energy SM Stock Holding History

SHP Wealth 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 		$2.17K Hold
83
– – ﹤0.01% 1374
2026
Q1 		$2.59K Buy
+83
New +$1.89K ﹤0.01% 1224

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SM Position: Q2 2026 in Review

SHP Wealth Management held its SM Energy (SM) position steady in Q2 2026 at 83 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

SHP Wealth Management first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.59K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • SHP Wealth Management held 83 shares of SM Energy worth $2.17K as of Q2 2026.
  • SHP Wealth Management left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1374 holding.
  • SHP Wealth Management first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's SM Energy position peaked at $2.59K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.