Raffa Wealth Management’s SM Energy SM Stock Holding History

Raffa 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	$104	Buy	4 +3	+300%	+$90	﹤0.01%	1381
2026 Q1	$31	Buy	+1	New	+$23	﹤0.01%	1458
2024 Q3	–	Sell	-633	Closed	-$27.4K	–	1155
2024 Q2	$27.4K	Hold	633	–	–	0.01%	264
2024 Q1	$31.6K	Buy	+633	New	+$25.9K	0.01%	233
2022 Q4	–	Sell	-315	Closed	-$11.8K	–	1147
2022 Q3	$11.8K	Hold	315	–	–	0.01%	256
2022 Q2	$10.8K	Hold	315	–	–	﹤0.01%	278
2022 Q1	$12.3K	Hold	315	–	–	﹤0.01%	270
2021 Q4	$9.29K	Sell	315 -133	-30%	-$4.15K	﹤0.01%	322
2021 Q3	$11.8K	Hold	448	–	–	﹤0.01%	244
2021 Q2	$11K	Hold	448	–	–	﹤0.01%	254
2021 Q1	$7.33K	Hold	448	–	–	﹤0.01%	325
2020 Q4	$2.74K	Hold	448	–	–	﹤0.01%	475
2020 Q3	$712	Sell	448 -9	-2%	-$25	﹤0.01%	745
2020 Q2	$1.71K	Hold	457	–	–	﹤0.01%	509
2020 Q1	$558	Buy	+457	New	+$3.23K	﹤0.01%	733

Other funds holding SM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.5% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Raffa Wealth Management increased its SM Energy (SM) stake by 300% in Q2 2026, buying an estimated $90 and bringing the position to 4 shares worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Raffa Wealth Management first reported a position in SM in Q1 2020 and has held it in 15 quarters since. The position peaked at $31.6K in Q1 2024. 463 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Raffa Wealth Management held 4 shares of SM Energy worth $104 as of Q2 2026.
Raffa Wealth Management bought 3 SM Energy shares in Q2 2026, an estimated $90.
SM Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1381 holding.
Raffa Wealth Management first reported a position in SM Energy in Q1 2020 and has held it in 15 quarters since.
Raffa Wealth Management's SM Energy position peaked at $31.6K in Q1 2024.
463 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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