TCM
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Triumph Capital Management’s SM Energy SM Stock Holding History

Triumph Capital 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
Q2 		$88.9K Buy
3,408
+2,937
+624% +$88.2K 0.02% 518
2026
Q1 		$14.7K Buy
+471
New +$10.7K ﹤0.01% 986

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

Triumph Capital Management's SM Position: Q2 2026 in Review

Triumph Capital Management increased its SM Energy (SM) stake by 624% in Q2 2026, buying an estimated $88.2K and bringing the position to 3,408 shares worth $88.9K. The position accounts for 0.02% of the portfolio, ranked #518.

Triumph Capital Management first reported a position in SM in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Triumph Capital Management held 3,408 shares of SM Energy worth $88.9K as of Q2 2026.
  • Triumph Capital Management bought 2,937 SM Energy shares in Q2 2026, an estimated $88.2K.
  • SM Energy made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #518 holding.
  • Triumph Capital Management first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.