ZIC
SM icon

ZWJ Investment Counsel’s SM Energy SM Stock Holding History

ZWJ Investment Counsel’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
2025
Q4 		– Sell
-9,047
Closed -$226K – 253
2025
Q3 		$226K Sell
9,047
-137
-1% -$3.69K 0.01% 229
2025
Q2 		$227K Buy
+9,184
New +$222K 0.01% 213

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

ZWJ Investment Counsel's SM Position: Q4 2025 in Review

ZWJ Investment Counsel sold out of SM Energy (SM) in Q4 2025, closing a stake of 9,047 shares — an estimated $226K sold.

ZWJ Investment Counsel first reported a position in SM in Q2 2025 and held it in 2 quarters. The position peaked at $227K in Q2 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • ZWJ Investment Counsel reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • ZWJ Investment Counsel sold 9,047 SM Energy shares in Q4 2025, an estimated $226K.
  • ZWJ Investment Counsel first reported a position in SM Energy in Q2 2025 and held it in 2 quarters.
  • ZWJ Investment Counsel's SM Energy position peaked at $227K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on ZWJ Investment Counsel's 13F filing for Q4 2025, filed 23 Jan 2026.