Berman McAleer’s Smith-Midland SMID Stock Holding History

Berman McAleer’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
2025 Q4	–	Sell	-5,803	Closed	-$214K	–	168
2025 Q3	$214K	Buy	+5,803	New	+$224K	0.03%	153

Other funds holding SMID

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berman McAleer's SMID Position: Q4 2025 in Review

Berman McAleer sold out of Smith-Midland (SMID) in Q4 2025, closing a stake of 5,803 shares — an estimated $214K sold.

Berman McAleer first reported a position in SMID in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 57 funds tracked by Wall St. Rank hold SMID as of Q4 2025.

Berman McAleer reported no remaining Smith-Midland position as of Q4 2025 after selling out during the quarter.
Berman McAleer sold 5,803 Smith-Midland shares in Q4 2025, an estimated $214K.
Berman McAleer first reported a position in Smith-Midland in Q3 2025 and held it in 1 quarter.
Berman McAleer's Smith-Midland position peaked at $214K in Q3 2025.
57 funds tracked by Wall St. Rank held Smith-Midland as of Q4 2025.

Based on Berman McAleer's 13F filing for Q4 2025, filed 5 Feb 2026.