BWS
SM icon

Buck Wealth Strategies’s SM Energy SM Stock Holding History

Buck Wealth Strategies’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
Q2 		$2.61K Buy
+100
New +$3K ﹤0.01% 825

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Buck Wealth Strategies's SM Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in SM Energy (SM) in Q2 2026: 100 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings.

248 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Buck Wealth Strategies held 100 shares of SM Energy worth $2.61K as of Q2 2026.
  • SM Energy was a new Buck Wealth Strategies position in Q2 2026.
  • SM Energy made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #825 holding.
  • 248 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.