AWM
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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

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

Abound Wealth Management's SM Position: Q2 2026 in Review

Abound Wealth Management increased its SM Energy (SM) stake by 57% in Q2 2026, buying an estimated $120 and bringing the position to 11 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Abound Wealth Management first reported a position in SM in Q2 2023 and has held it in 13 quarters since. The position peaked at $735 in Q2 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Abound Wealth Management held 11 shares of SM Energy worth $288 as of Q2 2026.
  • Abound Wealth Management bought 4 SM Energy shares in Q2 2026, an estimated $120.
  • SM Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1040 holding.
  • Abound Wealth Management first reported a position in SM Energy in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's SM Energy position peaked at $735 in Q2 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.