IRC
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Investors Research Corp’s SM Energy SM Stock Holding History

Investors Research Corp’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 		$513K Sell
15,201
-417
-3% -$14K 0.09% 168
2026
Q2 		$408K Hold
15,618
– – 0.07% 191
2026
Q1 		$487K Buy
+15,618
New +$356K 0.09% 183

Other funds holding SM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Investors Research Corp's SM Position: Q3 2026 in Review

Investors Research Corp reduced its SM Energy (SM) stake by 2.7% in Q3 2026, selling an estimated $14K and leaving 15,201 shares worth $513K. The position accounts for 0.09% of the portfolio, ranked #168.

Investors Research Corp first reported a position in SM in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Investors Research Corp held 15,201 shares of SM Energy worth $513K as of Q3 2026.
  • Investors Research Corp sold 417 SM Energy shares in Q3 2026, an estimated $14K.
  • SM Energy made up 0.09% of Investors Research Corp's portfolio in Q3 2026, its #168 holding.
  • Investors Research Corp first reported a position in SM Energy in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.