ORG Partners’s SM Energy SM Stock Holding History

ORG Partners’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 Q4	–	Sell	-100	Closed	-$2.5K	–	1768
2025 Q3	$2.5K	Hold	100	–	–	﹤0.01%	1276
2025 Q2	$2.6K	Hold	100	–	–	﹤0.01%	1182
2025 Q1	$2.98K	Buy	+100	New	+$3.59K	﹤0.01%	1024

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

ORG Partners's SM Position: Q4 2025 in Review

ORG Partners sold out of SM Energy (SM) in Q4 2025, closing a stake of 100 shares — an estimated $2.5K sold.

ORG Partners first reported a position in SM in Q1 2025 and held it in 3 quarters. The position peaked at $2.98K in Q1 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

ORG Partners reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 100 SM Energy shares in Q4 2025, an estimated $2.5K.
ORG Partners first reported a position in SM Energy in Q1 2025 and held it in 3 quarters.
ORG Partners's SM Energy position peaked at $2.98K in Q1 2025.
344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.