SC
SM icon

SummitTX Capital’s SM Energy SM Stock Holding History

SummitTX Capital’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 		$1.51M Sell
57,738
-21,811
-27% -$655K 0.04% 381
2026
Q1 		$2.48M Sell
79,549
-369,013
-82% -$8.42M 0.08% 269
2025
Q4 		$8.39M Buy
+448,562
New +$9.09M 0.25% 95

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

SummitTX Capital's SM Position: Q2 2026 in Review

SummitTX Capital reduced its SM Energy (SM) stake by 27% in Q2 2026, selling an estimated $655K and leaving 57,738 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #381.

SummitTX Capital first reported a position in SM in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.39M in Q4 2025. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • SummitTX Capital held 57,738 shares of SM Energy worth $1.51M as of Q2 2026.
  • SummitTX Capital sold 21,811 SM Energy shares in Q2 2026, an estimated $655K.
  • SM Energy made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #381 holding.
  • SummitTX Capital first reported a position in SM Energy in Q4 2025 and has held it in 3 quarters since.
  • SummitTX Capital's SM Energy position peaked at $8.39M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.