Fortitude Family Office’s SM Energy SM Stock Holding History

Fortitude Family Office’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 Q3	$4.39K	Buy	130 +37	+40%	+$1.24K	﹤0.01%	1639
2026 Q2	$2.43K	Buy	93 +55	+145%	+$1.65K	﹤0.01%	1415
2026 Q1	$1.19K	Buy	+38	New	+$867	﹤0.01%	1462
2025 Q4	–	Sell	-327	Closed	-$8.16K	–	2105
2025 Q3	$8.16K	Hold	327	–	–	﹤0.01%	637
2025 Q2	$8.08K	Buy	327 +29	+10%	+$702	﹤0.01%	634
2025 Q1	$8.93K	Hold	298	–	–	﹤0.01%	570
2024 Q4	$11.6K	Sell	298 -45	-13%	-$1.9K	﹤0.01%	587
2024 Q3	$13.7K	Buy	343 +50	+17%	+$2.17K	0.01%	502
2024 Q2	$12.7K	Hold	293	–	–	0.01%	374
2024 Q1	$14.6K	Sell	293 -124	-30%	-$5.07K	0.01%	330
2023 Q4	$16.1K	Buy	+417	New	+$16.1K	0.01%	337

Other funds holding SM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's SM Position: Q3 2026 in Review

Fortitude Family Office increased its SM Energy (SM) stake by 40% in Q3 2026, buying an estimated $1.24K and bringing the position to 130 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Fortitude Family Office first reported a position in SM in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.1K in Q4 2023. 38 funds tracked by Wall St. Rank hold SM as of Q3 2026.

Fortitude Family Office held 130 shares of SM Energy worth $4.39K as of Q3 2026.
Fortitude Family Office bought 37 SM Energy shares in Q3 2026, an estimated $1.24K.
SM Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1639 holding.
Fortitude Family Office first reported a position in SM Energy in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's SM Energy position peaked at $16.1K in Q4 2023.
38 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.