PWMG
SM icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return