Salomon & Ludwin
SM icon

Salomon & Ludwin’s SM Energy SM Stock Holding History

Salomon & Ludwin’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
Q3 		$81.6K Hold
2,415
– – 0.01% 294
2026
Q2 		$62.1K Hold
2,415
– – 0.01% 446
2026
Q1 		$73.9K Buy
2,415
+2,064
+588% +$47.1K 0.01% 328
2025
Q4 		$6.52K Sell
351
-16
-4% -$324 ﹤0.01% 1671
2025
Q3 		$9.49K Buy
+367
New +$9.9K ﹤0.01% 1344

Other funds holding SM

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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Salomon & Ludwin's SM Position: Q3 2026 in Review

Salomon & Ludwin held its SM Energy (SM) position steady in Q3 2026 at 2,415 shares worth $81.6K. The position accounts for 0.01% of the portfolio, ranked #294.

Salomon & Ludwin first reported a position in SM in Q3 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Salomon & Ludwin held 2,415 shares of SM Energy worth $81.6K as of Q3 2026.
  • Salomon & Ludwin left its SM Energy share count unchanged in Q3 2026.
  • SM Energy made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #294 holding.
  • Salomon & Ludwin first reported a position in SM Energy in Q3 2025 and has held it in 5 quarters since.
  • 350 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.