Baird Financial Group
SM icon

Baird Financial Group’s SM Energy SM Stock Holding History

Baird Financial 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
2026
Q1 		$11.9M Buy
383,177
+78,114
+26% +$1.78M 0.02% 516
2025
Q4 		$5.7M Sell
305,063
-78,682
-21% -$1.59M 0.01% 699
2025
Q3 		$9.58M Sell
383,745
-8,739
-2% -$236K 0.02% 554
2025
Q2 		$9.7M Buy
392,484
+3,845
+1% +$93.1K 0.02% 530
2025
Q1 		$11.6M Buy
388,639
+2,572
+0.7% +$92.3K 0.02% 480
2024
Q4 		$15M Buy
386,067
+29,428
+8% +$1.24M 0.03% 409
2024
Q3 		$14.3M Buy
356,639
+24,505
+7% +$1.06M 0.03% 419
2024
Q2 		$14.4M Buy
332,134
+29,063
+10% +$1.43M 0.03% 398
2024
Q1 		$15.1M Buy
303,071
+37,569
+14% +$1.54M 0.03% 390
2023
Q4 		$10.3M Buy
265,502
+29,962
+13% +$1.16M 0.02% 445
2023
Q3 		$9.34M Buy
235,540
+17,503
+8% +$664K 0.03% 445
2023
Q2 		$6.9M Buy
+218,037
New +$6.16M 0.02% 532

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