BOLTON SECURITIES CORPORATION’s SM Energy SM Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$1.12K	Buy	+36	New	+$821	﹤0.01%	1941

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SM Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in SM Energy (SM) in Q1 2026: 36 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #1941 among its holdings.

517 funds tracked by Wall St. Rank hold SM as of Q1 2026.

BOLTON SECURITIES CORPORATION held 36 shares of SM Energy worth $1.12K as of Q1 2026.
SM Energy was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
SM Energy made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1941 holding.
517 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.