AAM
SM icon

Azzad Asset Management’s SM Energy SM Stock Holding History

Azzad Asset 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
2025
Q1 		– Sell
-23,802
Closed -$923K – 311
2024
Q4 		$923K Buy
23,802
+1,189
+5% +$50.2K 0.18% 122
2024
Q3 		$904K Sell
22,613
-814
-3% -$35.3K 0.1% 231
2024
Q2 		$1.01M Buy
23,427
+10,076
+75% +$495K 0.12% 221
2024
Q1 		$666K Buy
13,351
+3,171
+31% +$130K 0.08% 252
2023
Q4 		$394K Buy
+10,180
New +$393K 0.05% 280
2014
Q4 		– Sell
-12,340
Closed -$963K – 291
2014
Q3 		$963K Sell
12,340
-152
-1% -$12.4K 0.56% 42
2014
Q2 		$1.05M Buy
+12,492
New +$958K 0.63% 23

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Azzad Asset Management's SM Position: Q1 2025 in Review

Azzad Asset Management sold out of SM Energy (SM) in Q1 2025, closing a stake of 23,802 shares — an estimated $923K sold.

Azzad Asset Management first reported a position in SM in Q2 2014 and held it in 7 quarters. The position peaked at $1.05M in Q2 2014. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Azzad Asset Management reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Azzad Asset Management sold 23,802 SM Energy shares in Q1 2025, an estimated $923K.
  • Azzad Asset Management first reported a position in SM Energy in Q2 2014 and held it in 7 quarters.
  • Azzad Asset Management's SM Energy position peaked at $1.05M in Q2 2014.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Azzad Asset Management's 13F filing for Q1 2025, filed 15 Apr 2025.