AIA Group’s SM Energy SM Stock Holding History

AIA Group’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
2025 Q2	–	Sell	-8,631	Closed	-$258K	–	344
2025 Q1	$258K	Buy	8,631 +2,128	+33%	+$76.3K	0.01%	299
2024 Q4	$252K	Buy	+6,503	New	+$275K	0.01%	276

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIA Group's SM Position: Q2 2025 in Review

AIA Group sold out of SM Energy (SM) in Q2 2025, closing a stake of 8,631 shares — an estimated $258K sold.

AIA Group first reported a position in SM in Q4 2024 and held it in 2 quarters. The position peaked at $258K in Q1 2025. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

AIA Group reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
AIA Group sold 8,631 SM Energy shares in Q2 2025, an estimated $258K.
AIA Group first reported a position in SM Energy in Q4 2024 and held it in 2 quarters.
AIA Group's SM Energy position peaked at $258K in Q1 2025.
372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on AIA Group's 13F filing for Q2 2025, filed 6 Aug 2025.