Bartlett & Co Wealth Management’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,400
| Closed | -$26.5K | – | 1357 |
|
|
2025
Q4 | $26.5K | Hold |
1,400
| – | – | ﹤0.01% | 770 |
|
|
2025
Q3 | $35K | Hold |
1,400
| – | – | ﹤0.01% | 732 |
|
|
2025
Q2 | $34.6K | Hold |
1,400
| – | – | ﹤0.01% | 719 |
|
|
2025
Q1 | $41.9K | Hold |
1,400
| – | – | ﹤0.01% | 685 |
|
|
2024
Q4 | $54.3K | Hold |
1,400
| – | – | ﹤0.01% | 632 |
|
|
2024
Q3 | $56K | Hold |
1,400
| – | – | ﹤0.01% | 638 |
|
|
2024
Q2 | $60.5K | Hold |
1,400
| – | – | ﹤0.01% | 625 |
|
|
2024
Q1 | $69.8K | Hold |
1,400
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $54.7K | Hold |
1,400
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $55.5K | Hold |
1,400
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $44.3K | Hold |
1,400
| – | – | ﹤0.01% | 691 |
|
|
2023
Q1 | $39.4K | Hold |
1,400
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $48.8K | Hold |
1,400
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $52.7K | Hold |
1,400
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $47.9K | Hold |
1,400
| – | – | ﹤0.01% | 576 |
|
|
2022
Q1 | $54.5K | Buy |
+1,400
| New | +$50.5K | ﹤0.01% | 573 |
|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$36.9K | – | 800 |
|
|
2021
Q3 | $36.9K | Hold |
1,400
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $34.5K | Hold |
1,400
| – | – | ﹤0.01% | 558 |
|
|
2021
Q1 | $22.9K | Hold |
1,400
| – | – | ﹤0.01% | 647 |
|
|
2020
Q4 | $8.57K | Hold |
1,400
| – | – | ﹤0.01% | 747 |
|
|
2020
Q3 | $2.23K | Hold |
1,400
| – | – | ﹤0.01% | 786 |
|
|
2020
Q2 | $5.25K | Sell |
1,400
-2,300
| -62% | -$7.53K | ﹤0.01% | 735 |
|
|
2020
Q1 | $4.51K | Sell |
3,700
-3,060
| -45% | -$21.6K | ﹤0.01% | 731 |
|
|
2019
Q4 | $76K | Hold |
6,760
| – | – | ﹤0.01% | 450 |
|
|
2019
Q3 | $65.5K | Hold |
6,760
| – | – | ﹤0.01% | 472 |
|
|
2019
Q2 | $84.6K | Hold |
6,760
| – | – | ﹤0.01% | 347 |
|
|
2019
Q1 | $118K | Hold |
6,760
| – | – | ﹤0.01% | 296 |
|
|
2018
Q4 | $105K | Hold |
6,760
| – | – | ﹤0.01% | 306 |
|
|
2018
Q3 | $213K | Hold |
6,760
| – | – | 0.01% | 254 |
|
|
2018
Q2 | $174K | Hold |
6,760
| – | – | 0.01% | 263 |
|
|
2018
Q1 | $122K | Buy |
+6,760
| New | +$146K | 0.01% | 301 |
|
Other funds holding SM
AC
DSC
Bartlett & Co Wealth Management's SM Position: Q1 2026 in Review
Bartlett & Co Wealth Management sold out of SM Energy (SM) in Q1 2026, closing a stake of 1,400 shares — an estimated $26.5K sold.
Bartlett & Co Wealth Management first reported a position in SM in Q1 2018 and held it in 31 quarters. The position peaked at $213K in Q3 2018. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.
- Bartlett & Co Wealth Management reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
- Bartlett & Co Wealth Management sold 1,400 SM Energy shares in Q1 2026, an estimated $26.5K.
- Bartlett & Co Wealth Management first reported a position in SM Energy in Q1 2018 and held it in 31 quarters.
- Bartlett & Co Wealth Management's SM Energy position peaked at $213K in Q3 2018.
- 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.