SSA
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Sierra Summit Advisors’s SM Energy SM Stock Holding History

Sierra Summit 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 		$965K Sell
36,957
-18,331
-33% -$551K 0.11% 137
2026
Q1 		$1.72M Buy
+55,288
New +$1.26M 0.25% 69

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

Sierra Summit Advisors's SM Position: Q2 2026 in Review

Sierra Summit Advisors reduced its SM Energy (SM) stake by 33% in Q2 2026, selling an estimated $551K and leaving 36,957 shares worth $965K. The position accounts for 0.11% of the portfolio, ranked #137.

Sierra Summit Advisors first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.72M in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Sierra Summit Advisors held 36,957 shares of SM Energy worth $965K as of Q2 2026.
  • Sierra Summit Advisors sold 18,331 SM Energy shares in Q2 2026, an estimated $551K.
  • SM Energy made up 0.11% of Sierra Summit Advisors's portfolio in Q2 2026, its #137 holding.
  • Sierra Summit Advisors first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Sierra Summit Advisors's SM Energy position peaked at $1.72M in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.