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WealthCollab’s SM Energy SM Stock Holding History

WealthCollab’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 		$7.23K Sell
277
-76
-22% -$2.28K ﹤0.01% 646
2026
Q1 		$11K Buy
353
+335
+1,861% +$7.64K ﹤0.01% 526
2025
Q4 		$337 Buy
+18
New +$365 ﹤0.01% 1000
2025
Q2 		– Sell
-225
Closed -$6.74K – 1004
2025
Q1 		$6.74K Hold
225
– – ﹤0.01% 555
2024
Q4 		$8.72K Hold
225
– – 0.01% 471
2024
Q3 		$8.99K Hold
225
– – 0.01% 485
2024
Q2 		$9.73K Hold
225
– – 0.01% 438
2024
Q1 		$11.2K Hold
225
– – 0.01% 413
2023
Q4 		$8.71K Buy
+225
New +$8.68K 0.01% 447

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

WealthCollab's SM Position: Q2 2026 in Review

WealthCollab reduced its SM Energy (SM) stake by 22% in Q2 2026, selling an estimated $2.28K and leaving 277 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

WealthCollab first reported a position in SM in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.2K in Q1 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • WealthCollab held 277 shares of SM Energy worth $7.23K as of Q2 2026.
  • WealthCollab sold 76 SM Energy shares in Q2 2026, an estimated $2.28K.
  • SM Energy made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #646 holding.
  • WealthCollab first reported a position in SM Energy in Q4 2023 and has held it in 9 quarters since.
  • WealthCollab's SM Energy position peaked at $11.2K in Q1 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.