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Blue Trust Inc’s SM Energy SM Stock Holding History

Blue Trust Inc’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
Q2 		– Sell
-234
Closed -$7.01K – 2591
2025
Q1 		$7.01K Hold
234
– – ﹤0.01% 2029
2024
Q4 		$9.07K Sell
234
-791
-77% -$33.4K ﹤0.01% 1971
2024
Q3 		$44.3K Buy
1,025
+996
+3,434% +$43.2K ﹤0.01% 1619
2024
Q2 		$1.45K Buy
+29
New +$1.42K ﹤0.01% 2497
2024
Q1 		– Sell
-12
Closed – – 2657
2023
Q4 		$0 Buy
+12
New +$463 ﹤0.01% 2680
2023
Q3 		– Sell
-24
Closed -$1K – 2267
2023
Q2 		$1K Sell
24
-68
-74% -$1.92K ﹤0.01% 1923
2023
Q1 		$3K Buy
92
+61
+197% +$1.86K ﹤0.01% 1949
2022
Q4 		$1K Buy
31
+12
+63% +$499 ﹤0.01% 2132
2022
Q3 		$1K Buy
+19
New +$747 ﹤0.01% 2002

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blue Trust Inc's SM Position: Q2 2025 in Review

Blue Trust Inc sold out of SM Energy (SM) in Q2 2025, closing a stake of 234 shares — an estimated $7.01K sold.

Blue Trust Inc first reported a position in SM in Q3 2022 and held it in 9 quarters. The position peaked at $44.3K in Q3 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Blue Trust Inc reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 234 SM Energy shares in Q2 2025, an estimated $7.01K.
  • Blue Trust Inc first reported a position in SM Energy in Q3 2022 and held it in 9 quarters.
  • Blue Trust Inc's SM Energy position peaked at $44.3K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.