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Sound Income Strategies’s Smith-Midland SMID Stock Holding History

Sound Income Strategies’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
Q3 		– Sell
-1,080
Closed -$36.2K – 1813
2025
Q2 		$36.2K Hold
1,080
– – ﹤0.01% 600
2025
Q1 		$33.6K Hold
1,080
– – ﹤0.01% 599
2024
Q4 		$48K Buy
+1,080
New +$42.9K ﹤0.01% 474

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
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
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Sound Income Strategies's SMID Position: Q3 2025 in Review

Sound Income Strategies sold out of Smith-Midland (SMID) in Q3 2025, closing a stake of 1,080 shares — an estimated $36.2K sold.

Sound Income Strategies first reported a position in SMID in Q4 2024 and held it in 3 quarters. The position peaked at $48K in Q4 2024. 59 funds tracked by Wall St. Rank hold SMID as of Q3 2025.

  • Sound Income Strategies reported no remaining Smith-Midland position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,080 Smith-Midland shares in Q3 2025, an estimated $36.2K.
  • Sound Income Strategies first reported a position in Smith-Midland in Q4 2024 and held it in 3 quarters.
  • Sound Income Strategies's Smith-Midland position peaked at $48K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Smith-Midland as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.