Cedar Mountain Advisors
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
Q3 		$18.6K Buy
551
+13
+2% +$435 ﹤0.01% 318
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

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BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cedar Mountain Advisors's SM Position: Q3 2026 in Review

Cedar Mountain Advisors increased its SM Energy (SM) stake by 2.4% in Q3 2026, buying an estimated $435 and bringing the position to 551 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Cedar Mountain Advisors first reported a position in SM in Q3 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Cedar Mountain Advisors held 551 shares of SM Energy worth $18.6K as of Q3 2026.
  • Cedar Mountain Advisors bought 13 SM Energy shares in Q3 2026, an estimated $435.
  • SM Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #318 holding.
  • Cedar Mountain Advisors first reported a position in SM Energy in Q3 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.