AWM
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Adams Wealth Management’s SM Energy SM Stock Holding History

Adams 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
Q1 		– Sell
-135,534
Closed -$2.53M – 174
2025
Q4 		$2.53M Buy
135,534
+40,455
+43% +$820K 0.54% 53
2025
Q3 		$2.37M Sell
95,079
-20,434
-18% -$551K 0.51% 55
2025
Q2 		$2.85M Buy
115,513
+18,701
+19% +$453K 0.54% 50
2025
Q1 		$2.9M Buy
96,812
+23,537
+32% +$844K 0.57% 47
2024
Q4 		$2.84M Buy
73,275
+9,710
+15% +$410K 0.54% 43
2024
Q3 		$2.54M Buy
63,565
+7,798
+14% +$338K 0.55% 40
2024
Q2 		$2.41M Buy
55,767
+3,221
+6% +$158K 0.56% 41
2024
Q1 		$2.62M Buy
52,546
+11,077
+27% +$453K 0.64% 30
2023
Q4 		$1.61M Buy
41,469
+4,218
+11% +$163K 0.47% 46
2023
Q3 		$1.48M Sell
37,251
-4,527
-11% -$172K 0.5% 26
2023
Q2 		$1.32M Buy
41,778
+4,845
+13% +$137K 0.41% 37
2023
Q1 		$1.04M Buy
36,933
+18,317
+98% +$559K 0.34% 51
2022
Q4 		$648K Buy
+18,616
New +$774K 0.23% 69

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Adams Wealth Management's SM Position: Q1 2026 in Review

Adams Wealth Management sold out of SM Energy (SM) in Q1 2026, closing a stake of 135,534 shares — an estimated $2.53M sold.

Adams Wealth Management first reported a position in SM in Q4 2022 and held it in 13 quarters. The position peaked at $2.9M in Q1 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Adams Wealth Management reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Adams Wealth Management sold 135,534 SM Energy shares in Q1 2026, an estimated $2.53M.
  • Adams Wealth Management first reported a position in SM Energy in Q4 2022 and held it in 13 quarters.
  • Adams Wealth Management's SM Energy position peaked at $2.9M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.