CWM
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Congress Wealth Management’s SM Energy SM Stock Holding History

Congress Wealth 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
2025
Q2 		$3.52M Buy
142,602
+9,820
+7% +$238K 0.03% 452
2025
Q1 		$3.98M Buy
132,782
+16,193
+14% +$581K 0.05% 365
2024
Q4 		$4.52M Buy
116,589
+5,816
+5% +$246K 0.06% 298
2024
Q3 		$4.43M Buy
110,773
+2,360
+2% +$102K 0.06% 309
2024
Q2 		$4.69M Buy
108,413
+3,868
+4% +$190K 0.07% 254
2024
Q1 		$5.21M Buy
104,545
+23,438
+29% +$958K 0.09% 224
2023
Q4 		$3.14M Buy
+81,107
New +$3.13M 0.06% 267

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's SM Position: Q2 2025 in Review

Congress Wealth Management increased its SM Energy (SM) stake by 7.4% in Q2 2025, buying an estimated $238K and bringing the position to 142,602 shares worth $3.52M. The position accounts for 0.03% of the portfolio, ranked #452.

Congress Wealth Management first reported a position in SM in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.21M in Q1 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Congress Wealth Management held 142,602 shares of SM Energy worth $3.52M as of Q2 2025.
  • Congress Wealth Management bought 9,820 SM Energy shares in Q2 2025, an estimated $238K.
  • SM Energy made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #452 holding.
  • Congress Wealth Management first reported a position in SM Energy in Q4 2023 and has held it in 7 quarters since.
  • Congress Wealth Management's SM Energy position peaked at $5.21M in Q1 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.