CWM
SM icon

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 $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