GWM
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Gilpin Wealth Management’s SM Energy SM Stock Holding History

Gilpin 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
Q2 		$966 Hold
37
– – ﹤0.01% 514
2026
Q1 		$1.15K Buy
37
+27
+270% +$616 ﹤0.01% 456
2025
Q4 		$187 Buy
+10
New +$203 ﹤0.01% 679

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Gilpin Wealth Management's SM Position: Q2 2026 in Review

Gilpin Wealth Management held its SM Energy (SM) position steady in Q2 2026 at 37 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Gilpin Wealth Management first reported a position in SM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Gilpin Wealth Management held 37 shares of SM Energy worth $966 as of Q2 2026.
  • Gilpin Wealth Management left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Gilpin Wealth Management first reported a position in SM Energy in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's SM Energy position peaked at $1.15K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.