SIS
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Sound Income Strategies’s SM Energy SM Stock Holding History

Sound Income Strategies’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 		– Sell
-53
Closed -$1.56K – 2097
2026
Q1 		$1.56K Hold
53
– – ﹤0.01% 2209
2025
Q4 		$958 Buy
+53
New +$1.07K ﹤0.01% 2303
2025
Q3 		– Sell
-51
Closed -$1.26K – 1812
2025
Q2 		$1.26K Hold
51
– – ﹤0.01% 1333
2025
Q1 		$1.52K Buy
+51
New +$1.83K ﹤0.01% 1281

Other funds holding SM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sound Income Strategies's SM Position: Q2 2026 in Review

Sound Income Strategies sold out of SM Energy (SM) in Q2 2026, closing a stake of 53 shares — an estimated $1.56K sold.

Sound Income Strategies first reported a position in SM in Q1 2025 and held it in 4 quarters. The position peaked at $1.56K in Q1 2026. 140 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Sound Income Strategies reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 53 SM Energy shares in Q2 2026, an estimated $1.56K.
  • Sound Income Strategies first reported a position in SM Energy in Q1 2025 and held it in 4 quarters.
  • Sound Income Strategies's SM Energy position peaked at $1.56K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.