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Trust Company’s SM Energy SM Stock Holding History

Trust Company’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 		$444 Hold
17
– – ﹤0.01% 788
2026
Q1 		$530 Hold
17
– – ﹤0.01% 694
2025
Q4 		$318 Buy
+17
New +$344 ﹤0.01% 816

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

Trust Company's SM Position: Q2 2026 in Review

Trust Company held its SM Energy (SM) position steady in Q2 2026 at 17 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Trust Company first reported a position in SM in Q4 2025 and has held it in 3 quarters since. The position peaked at $530 in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Trust Company held 17 shares of SM Energy worth $444 as of Q2 2026.
  • Trust Company left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #788 holding.
  • Trust Company first reported a position in SM Energy in Q4 2025 and has held it in 3 quarters since.
  • Trust Company's SM Energy position peaked at $530 in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.