Global Wealth Strategies & Associates’s SM Energy SM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-810	Closed	-$25.2K	–	399
2026 Q1	$25.2K	Buy	810 +15	+2%	+$342	0.01%	235
2025 Q4	$14.9K	Buy	795 +8	+1%	+$162	﹤0.01%	266
2025 Q3	$19.6K	Buy	787 +7	+0.9%	+$189	0.01%	221
2025 Q2	$19.3K	Buy	780 +7	+0.9%	+$169	0.01%	168
2025 Q1	$23.1K	Buy	773 +4	+0.5%	+$143	0.01%	171
2024 Q4	$29.8K	Buy	769 +4	+0.5%	+$169	0.01%	134
2024 Q3	$30.6K	Buy	765 +4	+0.5%	+$174	0.01%	121
2024 Q2	$32.9K	Buy	761 +2	+0.3%	+$98	0.01%	107
2024 Q1	$37.8K	Buy	759 +4	+0.5%	+$164	0.01%	102
2023 Q4	$29.2K	Buy	755 +3	+0.4%	+$116	0.01%	103
2023 Q3	$29.8K	Buy	752 +3	+0.4%	+$114	0.01%	97
2023 Q2	$23.7K	Buy	749 +4	+0.5%	+$113	0.01%	107
2023 Q1	$21K	Buy	+745	New	+$22.7K	0.01%	110

Other funds holding SM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

Global Wealth Strategies & Associates's SM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of SM Energy (SM) in Q2 2026, closing a stake of 810 shares — an estimated $25.2K sold.

Global Wealth Strategies & Associates first reported a position in SM in Q1 2023 and held it in 13 quarters. The position peaked at $37.8K in Q1 2024. 106 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 810 SM Energy shares in Q2 2026, an estimated $25.2K.
Global Wealth Strategies & Associates first reported a position in SM Energy in Q1 2023 and held it in 13 quarters.
Global Wealth Strategies & Associates's SM Energy position peaked at $37.8K in Q1 2024.
106 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.