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Byrne Asset Management’s SM Energy SM Stock Holding History

Byrne Asset 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
Q3 		$5.26K Buy
+150
New +$5.02K ﹤0.01% 530
2026
Q1 		– Sell
-5,356
Closed -$100K – 603
2025
Q4 		$100K Buy
5,356
+3,631
+210% +$73.6K 0.06% 227
2025
Q3 		$43.1K Hold
1,725
– – 0.03% 267
2025
Q2 		$42.6K Buy
1,725
+252
+17% +$6.1K 0.03% 266
2025
Q1 		$44.1K Buy
1,473
+933
+173% +$33.5K 0.03% 234
2024
Q4 		$20.9K Sell
540
-240
-31% -$10.1K 0.01% 282
2024
Q3 		$31.2K Hold
780
– – 0.02% 247
2024
Q2 		$33.8K Hold
780
– – 0.02% 238
2024
Q1 		$38.9K Buy
780
+80
+11% +$3.27K 0.03% 223
2023
Q4 		$28K Buy
+700
New +$27K 0.02% 249
2023
Q3 		– Sell
-940
Closed -$35.6K – 229
2023
Q2 		$30K Hold
940
– – 0.02% 283
2023
Q1 		$26K Sell
940
-750
-44% -$22.9K 0.02% 282
2022
Q4 		$58.9K Buy
1,690
+390
+30% +$16.2K 0.04% 208
2022
Q3 		$49K Hold
1,300
– – 0.04% 207
2022
Q2 		$44K Hold
1,300
– – 0.03% 203
2022
Q1 		$51K Buy
+1,300
New +$46.8K 0.03% 209

Other funds holding SM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Byrne Asset Management's SM Position: Q3 2026 in Review

Byrne Asset Management opened a new position in SM Energy (SM) in Q3 2026: 150 shares worth $5.26K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Byrne Asset Management previously reported a position in SM as recently as Q4 2025.

Byrne Asset Management first reported a position in SM in Q1 2022 and has held it in 16 quarters since. The position peaked at $100K in Q4 2025. 24 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Byrne Asset Management held 150 shares of SM Energy worth $5.26K as of Q3 2026.
  • SM Energy was a new Byrne Asset Management position in Q3 2026.
  • SM Energy made up ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #530 holding.
  • Byrne Asset Management first reported a position in SM Energy in Q1 2022 and has held it in 16 quarters since.
  • Byrne Asset Management's SM Energy position peaked at $100K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.