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Vermillion & White Wealth Management Group’s SM Energy SM Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-173
Closed -$3.23K – 438
2025
Q4 		$3.23K Hold
173
– – ﹤0.01% 461
2025
Q3 		$4.32K Hold
173
– – ﹤0.01% 442
2025
Q2 		$4.28K Buy
173
+69
+66% +$1.67K ﹤0.01% 400
2025
Q1 		$3.12K Buy
+104
New +$3.73K ﹤0.01% 424

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vermillion & White Wealth Management Group's SM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of SM Energy (SM) in Q1 2026, closing a stake of 173 shares — an estimated $3.23K sold.

Vermillion & White Wealth Management Group first reported a position in SM in Q1 2025 and held it in 4 quarters. The position peaked at $4.32K in Q3 2025. 510 funds tracked by Wall St. Rank hold SM as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining SM Energy position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 173 SM Energy shares in Q1 2026, an estimated $3.23K.
  • Vermillion & White Wealth Management Group first reported a position in SM Energy in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's SM Energy position peaked at $4.32K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held SM Energy as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.