CWM
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CIBC World Markets’s SM Energy SM Stock Holding History

CIBC World Markets’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 		$348K Sell
14,069
-11,321
-45% -$274K ﹤0.01% 1032
2025
Q1 		$760K Buy
25,390
+14,682
+137% +$527K 0.01% 795
2024
Q4 		$415K Buy
+10,708
New +$452K ﹤0.01% 803

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

CIBC World Markets's SM Position: Q2 2025 in Review

CIBC World Markets reduced its SM Energy (SM) stake by 45% in Q2 2025, selling an estimated $274K and leaving 14,069 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

CIBC World Markets first reported a position in SM in Q4 2024 and has held it in 3 quarters since. The position peaked at $760K in Q1 2025. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • CIBC World Markets held 14,069 shares of SM Energy worth $348K as of Q2 2025.
  • CIBC World Markets sold 11,321 SM Energy shares in Q2 2025, an estimated $274K.
  • SM Energy made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1032 holding.
  • CIBC World Markets first reported a position in SM Energy in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's SM Energy position peaked at $760K in Q1 2025.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.