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CONGRESS ASSET MANAGEMENT CO → SM
CONGRESS ASSET MANAGEMENT CO SM Position History
SM Energy Company • Energy
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$30.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.3M |
| Q4 2025 | $1.8M |
| Q1 2026 | $3.5M |
| Q2 2026 | $3M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 137.8K | — | — |
| Q2 2026 | $3M | 113.4K | — | — |
| Q1 2026 | $3.5M | 112.3K | — | — |
| Q4 2025 | $1.8M | 98.9K | — | — |
| Q3 2025 | $30.3M | 1.21M | — | — |
Other funds holding SM
$562.9M
$532.2M
$448.3M
$389.6M
$359.2M
$322.4M
$311.7M