WPA
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Wealth Preservation Advisors’s SM Energy SM Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-586
Closed -$18.3K – 816
2026
Q1 		$18.3K Buy
+586
New +$13.4K 0.02% 328

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

Wealth Preservation Advisors's SM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of SM Energy (SM) in Q2 2026, closing a stake of 586 shares — an estimated $18.3K sold.

Wealth Preservation Advisors first reported a position in SM in Q1 2026 and held it in 1 quarter. The position peaked at $18.3K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining SM Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 586 SM Energy shares in Q2 2026, an estimated $18.3K.
  • Wealth Preservation Advisors first reported a position in SM Energy in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's SM Energy position peaked at $18.3K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.