BKM Wealth Management’s Smith & Nephew SNN Stock Holding History

BKM Wealth Management’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$604K	Buy	20,959 +2,497	+14%	+$77.6K	0.21%	94
2026 Q1	$587K	Buy	18,462 +451	+3%	+$15.3K	0.21%	98
2025 Q4	$591K	Sell	18,011 -1,116	-6%	-$38.2K	0.22%	96
2025 Q3	$694K	Sell	19,127 -1,626	-8%	-$56.1K	0.26%	87
2025 Q2	$636K	Sell	20,753 -1,238	-6%	-$34.9K	0.25%	94
2025 Q1	$624K	Buy	21,991 +2,936	+15%	+$78.5K	0.26%	92
2024 Q4	$468K	Sell	19,055 -1,002	-5%	-$26.6K	0.19%	111
2024 Q3	$625K	Buy	20,057 +12,978	+183%	+$385K	0.25%	96
2024 Q2	$472K	Sell	7,079 -11,161	-61%	-$278K	0.23%	109
2024 Q1	$463K	Buy	18,240 +2,757	+18%	+$75.7K	0.2%	114
2023 Q4	$422K	Buy	+15,483	New	+$384K	0.18%	102

Other funds holding SNN

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BKM Wealth Management's SNN Position: Q2 2026 in Review

BKM Wealth Management increased its Smith & Nephew (SNN) stake by 14% in Q2 2026, buying an estimated $77.6K and bringing the position to 20,959 shares worth $604K. The position accounts for 0.21% of the portfolio, ranked #94.

BKM Wealth Management first reported a position in SNN in Q4 2023 and has held it in 11 quarters since. The position peaked at $694K in Q3 2025. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

BKM Wealth Management held 20,959 shares of Smith & Nephew worth $604K as of Q2 2026.
BKM Wealth Management bought 2,497 Smith & Nephew shares in Q2 2026, an estimated $77.6K.
Smith & Nephew made up 0.21% of BKM Wealth Management's portfolio in Q2 2026, its #94 holding.
BKM Wealth Management first reported a position in Smith & Nephew in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Smith & Nephew position peaked at $694K in Q3 2025.
293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.