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Waverly Advisors’s Smith-Midland SMID Stock Holding History

Waverly Advisors’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 		$325K Buy
10,004
+1
+0% +$35 ﹤0.01% 1262
2025
Q4 		$364K Hold
10,003
– – ﹤0.01% 1132
2025
Q3 		$369K Buy
+10,003
New +$386K ﹤0.01% 963

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 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

Waverly Advisors's SMID Position: Q1 2026 in Review

Waverly Advisors increased its Smith-Midland (SMID) stake by 0.01% in Q1 2026, buying an estimated $35 and bringing the position to 10,004 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Waverly Advisors first reported a position in SMID in Q3 2025 and has held it in 3 quarters since. The position peaked at $369K in Q3 2025. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • Waverly Advisors held 10,004 shares of Smith-Midland worth $325K as of Q1 2026.
  • Waverly Advisors bought 1 Smith-Midland share in Q1 2026, an estimated $35.
  • Smith-Midland made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1262 holding.
  • Waverly Advisors first reported a position in Smith-Midland in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Smith-Midland position peaked at $369K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.