Olympiad Research’s SM Energy SM Stock Holding History

Olympiad Research’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 Q2	–	Sell	-6,800	Closed	-$204K	–	279
2025 Q1	$204K	Buy	+6,800	New	+$244K	0.24%	191

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Olympiad Research's SM Position: Q2 2025 in Review

Olympiad Research sold out of SM Energy (SM) in Q2 2025, closing a stake of 6,800 shares — an estimated $204K sold.

Olympiad Research first reported a position in SM in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

Olympiad Research reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
Olympiad Research sold 6,800 SM Energy shares in Q2 2025, an estimated $204K.
Olympiad Research first reported a position in SM Energy in Q1 2025 and held it in 1 quarter.
Olympiad Research's SM Energy position peaked at $204K in Q1 2025.
372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Olympiad Research's 13F filing for Q2 2025, filed 8 Aug 2025.