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Retirement Wealth Solutions’s SM Energy SM Stock Holding History

Retirement Wealth Solutions’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 		$575 Sell
22
-1
-4% -$30 ﹤0.01% 721
2026
Q1 		$718 Buy
+23
New +$525 ﹤0.01% 681
2025
Q4 		– Sell
-21
Closed -$525 – 836
2025
Q3 		$525 Buy
+21
New +$566 ﹤0.01% 694

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

Retirement Wealth Solutions's SM Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its SM Energy (SM) stake by 4.3% in Q2 2026, selling an estimated $30 and leaving 22 shares worth $575. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Retirement Wealth Solutions first reported a position in SM in Q3 2025 and has held it in 3 quarters since. The position peaked at $718 in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Retirement Wealth Solutions held 22 shares of SM Energy worth $575 as of Q2 2026.
  • Retirement Wealth Solutions sold 1 SM Energy share in Q2 2026, an estimated $30.
  • SM Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #721 holding.
  • Retirement Wealth Solutions first reported a position in SM Energy in Q3 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's SM Energy position peaked at $718 in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.