QWM
SM icon

Quaker Wealth Management’s SM Energy SM Stock Holding History

Quaker 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
2026
Q2 		$131 Hold
5
– – ﹤0.01% 911
2026
Q1 		$156 Buy
+5
New +$114 ﹤0.01% 888

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Canada Pension Plan Investment Board
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AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
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Vanguard Capital Management
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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

Quaker Wealth Management's SM Position: Q2 2026 in Review

Quaker Wealth Management held its SM Energy (SM) position steady in Q2 2026 at 5 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Quaker Wealth Management first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $156 in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Quaker Wealth Management held 5 shares of SM Energy worth $131 as of Q2 2026.
  • Quaker Wealth Management left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #911 holding.
  • Quaker Wealth Management first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Quaker Wealth Management's SM Energy position peaked at $156 in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.