Crossmark Global Holdings’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-7,550
| Closed | -$235K | – | 1309 |
|
|
2026
Q1 | $235K | Buy |
+7,550
| New | +$172K | ﹤0.01% | 1133 |
|
|
2025
Q2 | – | Sell |
-8,355
| Closed | -$250K | – | 1364 |
|
|
2025
Q1 | $250K | Buy |
8,355
+941
| +13% | +$33.8K | ﹤0.01% | 1164 |
|
|
2024
Q4 | $287K | Sell |
7,414
-10
| -0.1% | -$422 | 0.01% | 1058 |
|
|
2024
Q3 | $297K | Sell |
7,424
-49
| -0.7% | -$2.13K | 0.01% | 1080 |
|
|
2024
Q2 | $323K | Sell |
7,473
-510
| -6% | -$25K | 0.01% | 1035 |
|
|
2024
Q1 | $398K | Buy |
7,983
+125
| +2% | +$5.11K | 0.01% | 969 |
|
|
2023
Q4 | $304K | Sell |
7,858
-625
| -7% | -$24.1K | 0.01% | 1065 |
|
|
2023
Q3 | $333K | Sell |
8,483
-379
| -4% | -$14.4K | 0.01% | 969 |
|
|
2023
Q2 | $318K | Sell |
8,862
-96
| -1% | -$2.71K | 0.01% | 1045 |
|
|
2023
Q1 | $253K | Sell |
8,958
-12
| -0.1% | -$366 | 0.01% | 1121 |
|
|
2022
Q4 | $312K | Sell |
8,970
-310
| -3% | -$12.9K | 0.01% | 997 |
|
|
2022
Q3 | $349K | Sell |
9,280
-90
| -1% | -$3.54K | 0.01% | 926 |
|
|
2022
Q2 | $321K | Sell |
9,370
-360
| -4% | -$14.6K | 0.01% | 1002 |
|
|
2022
Q1 | $379K | Sell |
9,730
-10
| -0.1% | -$360 | 0.01% | 1027 |
|
|
2021
Q4 | $287K | Sell |
9,740
-6,030
| -38% | -$188K | 0.01% | 1166 |
|
|
2021
Q3 | $416K | Sell |
15,770
-70
| -0.4% | -$1.41K | 0.01% | 1016 |
|
|
2021
Q2 | $390K | Sell |
15,840
-500
| -3% | -$9.69K | 0.01% | 1048 |
|
|
2021
Q1 | $267K | Sell |
16,340
-7,170
| -30% | -$91.7K | 0.01% | 1235 |
|
|
2020
Q4 | $144K | Sell |
23,510
-13,560
| -37% | -$45.7K | ﹤0.01% | 1348 |
|
|
2020
Q3 | $59K | Hold |
37,070
| – | – | ﹤0.01% | 1331 |
|
|
2020
Q2 | $139K | Hold |
37,070
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q1 | $45K | Hold |
37,070
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q4 | $417K | Buy |
37,070
+19,740
| +114% | +$178K | 0.01% | 903 |
|
|
2019
Q3 | $168K | Sell |
17,330
-590
| -3% | -$6.01K | ﹤0.01% | 1293 |
|
|
2019
Q2 | $224K | Buy |
17,920
+244
| +1% | +$3.54K | 0.01% | 1244 |
|
|
2019
Q1 | $309K | Sell |
17,676
-160
| -0.9% | -$2.84K | 0.01% | 1101 |
|
|
2018
Q4 | $276K | Buy |
17,836
+7,900
| +80% | +$183K | 0.01% | 1127 |
|
|
2018
Q3 | $313K | Sell |
9,936
-160
| -2% | -$4.59K | 0.01% | 1278 |
|
|
2018
Q2 | $259K | Buy |
+10,096
| New | +$236K | 0.01% | 1408 |
|
|
2018
Q1 | – | Sell |
-10,512
| Closed | -$232K | – | 1614 |
|
|
2017
Q4 | $232K | Buy |
+10,512
| New | +$212K | 0.01% | 1518 |
|
Other funds holding SM
AC
DSC
Crossmark Global Holdings's SM Position: Q2 2026 in Review
Crossmark Global Holdings sold out of SM Energy (SM) in Q2 2026, closing a stake of 7,550 shares — an estimated $235K sold.
Crossmark Global Holdings first reported a position in SM in Q4 2017 and held it in 30 quarters. The position peaked at $417K in Q4 2019. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.
- Crossmark Global Holdings reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
- Crossmark Global Holdings sold 7,550 SM Energy shares in Q2 2026, an estimated $235K.
- Crossmark Global Holdings first reported a position in SM Energy in Q4 2017 and held it in 30 quarters.
- Crossmark Global Holdings's SM Energy position peaked at $417K in Q4 2019.
- 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.
Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.