Abound Wealth Management’s SM Energy SM Stock Holding History

Abound Wealth 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	$288	Buy	11 +4	+57%	+$120	﹤0.01%	1040
2026 Q1	$219	Buy	7 +2	+40%	+$46	﹤0.01%	1210
2025 Q4	$94	Hold	5	–	–	﹤0.01%	1384
2025 Q3	$125	Hold	5	–	–	﹤0.01%	1272
2025 Q2	$124	Hold	5	–	–	﹤0.01%	1199
2025 Q1	$150	Sell	5 -3	-38%	-$108	﹤0.01%	1095
2024 Q4	$311	Hold	8	–	–	﹤0.01%	886
2024 Q3	$320	Sell	8 -9	-53%	-$390	﹤0.01%	965
2024 Q2	$735	Buy	17 +3	+21%	+$147	﹤0.01%	761
2024 Q1	$698	Hold	14	–	–	﹤0.01%	815
2023 Q4	$543	Hold	14	–	–	﹤0.01%	895
2023 Q3	$556	Hold	14	–	–	﹤0.01%	781
2023 Q2	$443	Buy	+14	New	+$396	﹤0.01%	888

Other funds holding SM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return