BCWM
SM icon

Bartlett & Co Wealth Management’s SM Energy SM Stock Holding History

Bartlett & Co 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
-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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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. 510 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.
  • 510 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.