ST
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Smithfield Trust’s Maximus MMS Stock Holding History

Smithfield Trust’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3K Hold
55
– – ﹤0.01% 1017
2026
Q1 		$4K Hold
55
– – ﹤0.01% 1005
2025
Q4 		$5K Hold
55
– – ﹤0.01% 982
2025
Q3 		$5K Hold
55
– – ﹤0.01% 960
2025
Q2 		$4K Hold
55
– – ﹤0.01% 986
2025
Q1 		$4K Hold
55
– – ﹤0.01% 989
2024
Q4 		$4K Hold
55
– – ﹤0.01% 991
2024
Q3 		$5K Hold
55
– – ﹤0.01% 945
2024
Q2 		$5K Hold
55
– – ﹤0.01% 916
2024
Q1 		$5K Hold
55
– – ﹤0.01% 933
2023
Q4 		$5K Hold
55
– – ﹤0.01% 932
2023
Q3 		$4K Hold
55
– – ﹤0.01% 938
2023
Q2 		$5K Hold
55
– – ﹤0.01% 928
2023
Q1 		$4K Hold
55
– – ﹤0.01% 920
2022
Q4 		$4K Hold
55
– – ﹤0.01% 911
2022
Q3 		$3K Hold
55
– – ﹤0.01% 980
2022
Q2 		$3K Hold
55
– – ﹤0.01% 1008
2022
Q1 		$4K Hold
55
– – ﹤0.01% 1005
2021
Q4 		$4K Hold
55
– – ﹤0.01% 1010
2021
Q3 		$5K Hold
55
– – ﹤0.01% 1012
2021
Q2 		$5K Sell
55
-75
-58% -$6.87K ﹤0.01% 978
2021
Q1 		$12K Sell
130
-40
-24% -$3.27K ﹤0.01% 796
2020
Q4 		$12K Hold
170
– – ﹤0.01% 775
2020
Q3 		$11K Sell
170
-75
-31% -$5.52K ﹤0.01% 752
2020
Q2 		$17K Sell
245
-343
-58% -$23.1K ﹤0.01% 648
2020
Q1 		$34K Sell
588
-87
-13% -$5.91K ﹤0.01% 501
2019
Q4 		$50K Sell
675
-113
-14% -$8.49K ﹤0.01% 518
2019
Q3 		$60K Sell
788
-857
-52% -$65.1K 0.01% 496
2019
Q2 		$120K Sell
1,645
-430
-21% -$31.2K 0.01% 364
2019
Q1 		$147K Sell
2,075
-43
-2% -$3.02K 0.02% 309
2018
Q4 		$138K Hold
2,118
– – 0.02% 300
2018
Q3 		$138K Hold
2,118
– – 0.01% 340
2018
Q2 		$131K Sell
2,118
-234
-10% -$15.2K 0.02% 344
2018
Q1 		$157K Sell
2,352
-396
-14% -$26.9K 0.02% 321
2017
Q4 		$197K Sell
2,748
-52
-2% -$3.5K 0.02% 291
2017
Q3 		$181K Hold
2,800
– – 0.02% 291
2017
Q2 		$175K Sell
2,800
-20
-0.7% -$1.24K 0.03% 313
2017
Q1 		$175K Buy
2,820
+20
+0.7% +$1.18K 0.03% 300
2016
Q4 		$156K Hold
2,800
– – 0.03% 326
2016
Q3 		$158K Hold
2,800
– – 0.03% 318
2016
Q2 		$155K Hold
2,800
– – 0.03% 313
2016
Q1 		$147K Hold
2,800
– – 0.03% 321
2015
Q4 		$157K Hold
2,800
– – 0.03% 310
2015
Q3 		$167K Hold
2,800
– – 0.04% 302
2015
Q2 		$184K Sell
2,800
-1,230
-31% -$80.5K 0.04% 304
2015
Q1 		$269K Sell
4,030
-120
-3% -$7.13K 0.05% 256
2014
Q4 		$227K Sell
4,150
-950
-19% -$46.2K 0.05% 280
2014
Q3 		$205K Sell
5,100
-30
-0.6% -$1.24K 0.04% 300
2014
Q2 		$221K Sell
5,130
-3,320
-39% -$143K 0.04% 310
2014
Q1 		$379K Sell
8,450
-230
-3% -$10.4K 0.08% 213
2013
Q4 		$381K Sell
8,680
-230
-3% -$10.6K 0.08% 211
2013
Q3 		$401K Sell
8,910
-6,670
-43% -$258K 0.09% 193
2013
Q2 		$580K Buy
+15,580
New +$596K 0.14% 125

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Smithfield Trust's MMS Position: Q2 2026 in Review

Smithfield Trust held its Maximus (MMS) position steady in Q2 2026 at 55 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Smithfield Trust first reported a position in MMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $580K in Q2 2013. 351 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Smithfield Trust held 55 shares of Maximus worth $3K as of Q2 2026.
  • Smithfield Trust left its Maximus share count unchanged in Q2 2026.
  • Maximus made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #1017 holding.
  • Smithfield Trust first reported a position in Maximus in Q2 2013 and has held it in 53 quarters since.
  • Smithfield Trust's Maximus position peaked at $580K in Q2 2013.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.