GCWM
SMC

Graham Capital Wealth Management’s Summit Midstream SMC Stock Holding History

Graham Capital Wealth Management’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-58,972
Closed -$1.21M – 71
2025
Q3 		$1.21M Sell
58,972
-195
-0.3% -$4.53K 1.23% 27
2025
Q2 		$1.45M Buy
59,167
+2,017
+4% +$55.4K 1.61% 26
2025
Q1 		$1.94M Sell
57,150
-23,873
-29% -$960K 2.07% 25
2024
Q4 		$3.06M Buy
+81,023
New +$2.91M 2.64% 11

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAMU
Deltroit Asset Management (UK) London $623M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Graham Capital Wealth Management's SMC Position: Q4 2025 in Review

Graham Capital Wealth Management sold out of Summit Midstream (SMC) in Q4 2025, closing a stake of 58,972 shares — an estimated $1.21M sold.

Graham Capital Wealth Management first reported a position in SMC in Q4 2024 and held it in 4 quarters. The position peaked at $3.06M in Q4 2024. 65 funds tracked by Wall St. Rank hold SMC as of Q4 2025.

  • Graham Capital Wealth Management reported no remaining Summit Midstream position as of Q4 2025 after selling out during the quarter.
  • Graham Capital Wealth Management sold 58,972 Summit Midstream shares in Q4 2025, an estimated $1.21M.
  • Graham Capital Wealth Management first reported a position in Summit Midstream in Q4 2024 and held it in 4 quarters.
  • Graham Capital Wealth Management's Summit Midstream position peaked at $3.06M in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2025.

Based on Graham Capital Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.