CMA
SM icon

Cedar Mountain Advisors’s SM Energy SM Stock Holding History

Cedar Mountain Advisors’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 		$14K Hold
538
– – ﹤0.01% 422
2026
Q1 		$16.8K Buy
538
+523
+3,487% +$11.9K ﹤0.01% 341
2025
Q4 		$281 Sell
15
-19
-56% -$385 ﹤0.01% 654
2025
Q3 		$849 Buy
+34
New +$917 ﹤0.01% 552

Other funds holding SM

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cedar Mountain Advisors's SM Position: Q2 2026 in Review

Cedar Mountain Advisors held its SM Energy (SM) position steady in Q2 2026 at 538 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Cedar Mountain Advisors first reported a position in SM in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.8K in Q1 2026. 66 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Cedar Mountain Advisors held 538 shares of SM Energy worth $14K as of Q2 2026.
  • Cedar Mountain Advisors left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #422 holding.
  • Cedar Mountain Advisors first reported a position in SM Energy in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's SM Energy position peaked at $16.8K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.