Tanglewood Legacy Advisors’s SM Energy SM Stock Holding History

Tanglewood Legacy 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	$1.94M	Hold	74,323	–	–	0.63%	26
2026 Q1	$2.32M	Hold	74,323	–	–	0.84%	19
2025 Q4	$1.39M	Hold	74,323	–	–	0.52%	35
2025 Q3	$1.86M	Hold	74,323	–	–	0.72%	23
2025 Q2	$1.84M	Hold	74,323	–	–	0.75%	21
2025 Q1	$2.23M	Hold	74,323	–	–	0.98%	18
2024 Q4	$2.88M	Hold	74,323	–	–	1.23%	14
2024 Q3	$2.97M	Hold	74,323	–	–	1.32%	13
2024 Q2	$3.21M	Hold	74,323	–	–	1.52%	12
2024 Q1	$3.71M	Hold	74,323	–	–	1.83%	11
2023 Q4	$2.88M	Hold	74,323	–	–	1.57%	11
2023 Q3	$2.95M	Sell	74,323 -44,000	-37%	-$1.67M	1.77%	11
2023 Q2	$3.74M	Hold	118,323	–	–	2.16%	10
2023 Q1	$3.33M	Hold	118,323	–	–	2.13%	10
2022 Q4	$4.12M	Buy	+118,323	New	+$4.92M	2.93%	7

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tanglewood Legacy Advisors's SM Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its SM Energy (SM) position steady in Q2 2026 at 74,323 shares worth $1.94M. The position accounts for 0.63% of the portfolio, ranked #26.

Tanglewood Legacy Advisors first reported a position in SM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.12M in Q4 2022. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Tanglewood Legacy Advisors held 74,323 shares of SM Energy worth $1.94M as of Q2 2026.
Tanglewood Legacy Advisors left its SM Energy share count unchanged in Q2 2026.
SM Energy made up 0.63% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #26 holding.
Tanglewood Legacy Advisors first reported a position in SM Energy in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's SM Energy position peaked at $4.12M in Q4 2022.
498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.