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Johnson Financial Group Inc (Wisconsin)’s SM Energy SM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$1.23K Hold
47
– – ﹤0.01% 788
2026
Q1 		$1.47K Buy
+47
New +$1.07K ﹤0.01% 830
2025
Q4 		– Sell
-1,245
Closed -$31.1K – 1088
2025
Q3 		$31.1K Buy
+1,245
New +$33.6K ﹤0.01% 670
2024
Q3 		– Sell
-12
Closed -$519 – 1032
2024
Q2 		$519 Buy
+12
New +$589 ﹤0.01% 804

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American Century Companies
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DSC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its SM Energy (SM) position steady in Q2 2026 at 47 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Johnson Financial Group Inc (Wisconsin) first reported a position in SM in Q2 2024 and has held it in 4 quarters since. The position peaked at $31.1K in Q3 2025. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 47 shares of SM Energy worth $1.23K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #788 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in SM Energy in Q2 2024 and has held it in 4 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s SM Energy position peaked at $31.1K in Q3 2025.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.