Carson Wealth (CWM LLC)
SMID icon

Carson Wealth (CWM LLC)’s Smith-Midland SMID Stock Holding History

Carson Wealth (CWM LLC)’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 		$34.6K Buy
1,064
+3
+0.3% +$104 ﹤0.01% 4064
2025
Q4 		$39K Sell
1,061
-3
-0.3% -$108 ﹤0.01% 3788
2025
Q3 		$39K Buy
1,064
+988
+1,300% +$38.1K ﹤0.01% 3726
2025
Q2 		$3K Sell
76
-16
-17% -$487 ﹤0.01% 4812
2025
Q1 		$3K Buy
92
+56
+156% +$2.06K ﹤0.01% 4681
2024
Q4 		$2K Sell
36
-2
-5% -$80 ﹤0.01% 4610
2024
Q3 		$1K Buy
+38
New +$1.22K ﹤0.01% 4708

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

Carson Wealth (CWM LLC)'s SMID Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Smith-Midland (SMID) stake by 0.28% in Q1 2026, buying an estimated $104 and bringing the position to 1,064 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4064.

Carson Wealth (CWM LLC) first reported a position in SMID in Q3 2024 and has held it in 7 quarters since. The position peaked at $39K in Q4 2025. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,064 shares of Smith-Midland worth $34.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3 Smith-Midland shares in Q1 2026, an estimated $104.
  • Smith-Midland made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4064 holding.
  • Carson Wealth (CWM LLC) first reported a position in Smith-Midland in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Smith-Midland position peaked at $39K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.