Bank of America
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Bank of America’s Smith-Midland SMID Stock Holding History

Bank of America’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,132
Closed -$114K – 6734
2025
Q4 		$114K Sell
3,132
-9,480
-75% -$340K ﹤0.01% 5575
2025
Q3 		$465K Sell
12,612
-182
-1% -$7.01K ﹤0.01% 5836
2025
Q2 		$429K Buy
12,794
+15
+0.1% +$456 ﹤0.01% 5792
2025
Q1 		$397K Sell
12,779
-1,633
-11% -$60.2K ﹤0.01% 5781
2024
Q4 		$641K Buy
14,412
+1,230
+9% +$48.9K ﹤0.01% 5361
2024
Q3 		$440K Sell
13,182
-536
-4% -$17.1K ﹤0.01% 5569
2024
Q2 		$380K Sell
13,718
-651
-5% -$23.8K ﹤0.01% 5517
2024
Q1 		$675K Buy
14,369
+767
+6% +$31.3K ﹤0.01% 5171
2023
Q4 		$537K Buy
13,602
+3,602
+36% +$96.7K ﹤0.01% 5439
2023
Q3 		$190K Sell
10,000
-76
-0.8% -$1.63K ﹤0.01% 5924
2023
Q2 		$237K Hold
10,076
– – ﹤0.01% 5729
2023
Q1 		$189K Sell
10,076
-10
-0.1% -$199 ﹤0.01% 5947
2022
Q4 		$207K Buy
10,086
+86
+0.9% +$1.88K ﹤0.01% 5890
2022
Q3 		$268K Sell
10,000
-2,383
-19% -$45.9K ﹤0.01% 5812
2022
Q2 		$173K Sell
12,383
-88
-0.7% -$1.41K ﹤0.01% 6187
2022
Q1 		$222K Buy
12,471
+1,754
+16% +$44.4K ﹤0.01% 6404
2021
Q4 		$503K Sell
10,717
-40,316
-79% -$1.13M ﹤0.01% 5855
2021
Q3 		$708K Buy
51,033
+50,350
+7,372% +$922K ﹤0.01% 5364
2021
Q2 		$16K Buy
683
+470
+221% +$7.43K ﹤0.01% 7201
2021
Q1 		$3K Buy
+213
New +$2.43K ﹤0.01% 7196

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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

Bank of America's SMID Position: Q1 2026 in Review

Bank of America sold out of Smith-Midland (SMID) in Q1 2026, closing a stake of 3,132 shares — an estimated $114K sold.

Bank of America first reported a position in SMID in Q1 2021 and held it in 20 quarters. The position peaked at $708K in Q3 2021. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • Bank of America reported no remaining Smith-Midland position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 3,132 Smith-Midland shares in Q1 2026, an estimated $114K.
  • Bank of America first reported a position in Smith-Midland in Q1 2021 and held it in 20 quarters.
  • Bank of America's Smith-Midland position peaked at $708K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.