KWM
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Kiker Wealth Management’s SM Energy SM Stock Holding History

Kiker 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
2025
Q3 		– Sell
-523
Closed -$12.9K – 586
2025
Q2 		$12.9K Sell
523
-39,324
-99% -$952K 0.01% 331
2025
Q1 		$1.19M Buy
+39,847
New +$1.43M 0.81% 32

Other funds holding SM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Kiker Wealth Management's SM Position: Q3 2025 in Review

Kiker Wealth Management sold out of SM Energy (SM) in Q3 2025, closing a stake of 523 shares — an estimated $12.9K sold.

Kiker Wealth Management first reported a position in SM in Q1 2025 and held it in 2 quarters. The position peaked at $1.19M in Q1 2025. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • Kiker Wealth Management reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 523 SM Energy shares in Q3 2025, an estimated $12.9K.
  • Kiker Wealth Management first reported a position in SM Energy in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's SM Energy position peaked at $1.19M in Q1 2025.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.