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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's SM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in SM Energy (SM) in Q1 2026: 83 shares worth $2.59K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings.

513 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • SHP Wealth Management held 83 shares of SM Energy worth $2.59K as of Q1 2026.
  • SM Energy was a new SHP Wealth Management position in Q1 2026.
  • SM Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1224 holding.
  • 513 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.