Vanguard Portfolio Management
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Vanguard Portfolio Management’s SM Energy SM Stock Holding History

Vanguard Portfolio 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 		$403M Buy
15,425,423
+190,934
+1% +$5.73M 0.02% 817
2026
Q1 		$475M Buy
+15,234,489
New +$348M 0.02% 686

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 15.5% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Vanguard Portfolio Management's SM Position: Q2 2026 in Review

Vanguard Portfolio Management increased its SM Energy (SM) stake by 1.3% in Q2 2026, buying an estimated $5.73M and bringing the position to 15,425,423 shares worth $403M. The position accounts for 0.02% of the portfolio, ranked #817.

Vanguard Portfolio Management first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $475M in Q1 2026. 463 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Vanguard Portfolio Management held 15,425,423 shares of SM Energy worth $403M as of Q2 2026.
  • Vanguard Portfolio Management bought 190,934 SM Energy shares in Q2 2026, an estimated $5.73M.
  • SM Energy made up 0.02% of Vanguard Portfolio Management's portfolio in Q2 2026, its #817 holding.
  • Vanguard Portfolio Management first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Portfolio Management's SM Energy position peaked at $475M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.