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Merited Wealth’s Smith-Midland SMID Stock Holding History

Merited Wealth’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
-313
Closed -$11.4K – 249
2025
Q4 		$11.4K Buy
+313
New +$11.2K 0.01% 191

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Merited Wealth's SMID Position: Q1 2026 in Review

Merited Wealth sold out of Smith-Midland (SMID) in Q1 2026, closing a stake of 313 shares — an estimated $11.4K sold.

Merited Wealth first reported a position in SMID in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • Merited Wealth reported no remaining Smith-Midland position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 313 Smith-Midland shares in Q1 2026, an estimated $11.4K.
  • Merited Wealth first reported a position in Smith-Midland in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's Smith-Midland position peaked at $11.4K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.