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Private Wealth Management Group’s SM Energy SM Stock Holding History

Private Wealth Management Group’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 		$4.86K Buy
186
+76
+69% +$2.28K ﹤0.01% 854
2026
Q1 		$3.43K Buy
110
+59
+116% +$1.35K ﹤0.01% 901
2025
Q4 		$954 Sell
51
-139
-73% -$2.82K ﹤0.01% 1281
2025
Q3 		$4.75K Hold
190
– – ﹤0.01% 809
2025
Q2 		$4.7K Buy
190
+168
+764% +$4.07K ﹤0.01% 780
2025
Q1 		$659 Hold
22
– – ﹤0.01% 1347
2024
Q4 		$853 Sell
22
-152
-87% -$6.42K ﹤0.01% 1336
2024
Q3 		$6.96K Buy
174
+66
+61% +$2.86K ﹤0.01% 592
2024
Q2 		$4.67K Buy
108
+48
+80% +$2.36K ﹤0.01% 728
2024
Q1 		$2.99K Hold
60
– – ﹤0.01% 812
2023
Q4 		$2.32K Buy
+60
New +$2.31K ﹤0.01% 915

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's SM Position: Q2 2026 in Review

Private Wealth Management Group increased its SM Energy (SM) stake by 69% in Q2 2026, buying an estimated $2.28K and bringing the position to 186 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Private Wealth Management Group first reported a position in SM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.96K in Q3 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Private Wealth Management Group held 186 shares of SM Energy worth $4.86K as of Q2 2026.
  • Private Wealth Management Group bought 76 SM Energy shares in Q2 2026, an estimated $2.28K.
  • SM Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #854 holding.
  • Private Wealth Management Group first reported a position in SM Energy in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's SM Energy position peaked at $6.96K in Q3 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.