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Vermillion Wealth Management’s SM Energy SM Stock Holding History

Vermillion 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 		$838 Sell
32
-8
-20% -$240 ﹤0.01% 1480
2026
Q1 		$1.24K Buy
40
+9
+29% +$205 ﹤0.01% 769
2025
Q4 		$585 Hold
31
– – ﹤0.01% 568
2025
Q3 		$773 Hold
31
– – ﹤0.01% 1458
2025
Q2 		$759 Buy
31
+1
+3% +$24 ﹤0.01% 488
2025
Q1 		$912 Hold
30
– – ﹤0.01% 1230
2024
Q4 		$1.17K Buy
+30
New +$1.27K ﹤0.01% 479

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

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

Vermillion Wealth Management reduced its SM Energy (SM) stake by 20% in Q2 2026, selling an estimated $240 and leaving 32 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Vermillion Wealth Management first reported a position in SM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24K in Q1 2026. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Vermillion Wealth Management held 32 shares of SM Energy worth $838 as of Q2 2026.
  • Vermillion Wealth Management sold 8 SM Energy shares in Q2 2026, an estimated $240.
  • SM Energy made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1480 holding.
  • Vermillion Wealth Management first reported a position in SM Energy in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's SM Energy position peaked at $1.24K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.