EWM
SM icon

Evermay Wealth Management’s SM Energy SM Stock Holding History

Evermay 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
2026
Q1 		– Sell
-5
Closed -$95 – 615
2025
Q4 		$95 Hold
5
– – ﹤0.01% 562
2025
Q3 		$125 Hold
5
– – ﹤0.01% 540
2025
Q2 		$124 Buy
+5
New +$121 ﹤0.01% 558

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State Street
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AC
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evermay Wealth Management's SM Position: Q1 2026 in Review

Evermay Wealth Management sold out of SM Energy (SM) in Q1 2026, closing a stake of 5 shares — an estimated $95 sold.

Evermay Wealth Management first reported a position in SM in Q2 2025 and held it in 3 quarters. The position peaked at $125 in Q3 2025. 514 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Evermay Wealth Management reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 5 SM Energy shares in Q1 2026, an estimated $95.
  • Evermay Wealth Management first reported a position in SM Energy in Q2 2025 and held it in 3 quarters.
  • Evermay Wealth Management's SM Energy position peaked at $125 in Q3 2025.
  • 514 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.