Wells Fargo
SMID icon

Wells Fargo’s Smith-Midland SMID Stock Holding History

Wells Fargo’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
Q2 		$75.8K Buy
2,615
+1,568
+150% +$48.8K ﹤0.01% 5608
2026
Q1 		$34.1K Sell
1,047
-1,992
-66% -$68.8K ﹤0.01% 5577
2025
Q4 		$110K Buy
3,039
+1,307
+75% +$46.9K ﹤0.01% 5351
2025
Q3 		$63.9K Buy
1,732
+163
+10% +$6.28K ﹤0.01% 5481
2025
Q2 		$52.7K Sell
1,569
-614
-28% -$18.7K ﹤0.01% 5487
2025
Q1 		$67.8K Sell
2,183
-52
-2% -$1.92K ﹤0.01% 5287
2024
Q4 		$99.4K Buy
2,235
+851
+61% +$33.8K ﹤0.01% 5208
2024
Q3 		$46.2K Sell
1,384
-55
-4% -$1.76K ﹤0.01% 5377
2024
Q2 		$39.8K Buy
1,439
+1,405
+4,132% +$51.4K ﹤0.01% 5380
2024
Q1 		$1.6K Hold
34
– – ﹤0.01% 6068
2023
Q4 		$1.34K Buy
34
+2
+6% +$54 ﹤0.01% 6160
2023
Q3 		$608 Hold
32
– – ﹤0.01% 6325
2023
Q2 		$753 Sell
32
-160
-83% -$2.92K ﹤0.01% 6396
2023
Q1 		$3.6K Hold
192
– – ﹤0.01% 6125
2022
Q4 		$3.94K Sell
192
-25
-12% -$546 ﹤0.01% 5831
2022
Q3 		$6K Sell
217
-7
-3% -$135 ﹤0.01% 5865
2022
Q2 		$3K Buy
224
+198
+762% +$3.18K ﹤0.01% 6219
2022
Q1 		$0 Hold
26
– – ﹤0.01% 7739
2021
Q4 		$1K Hold
26
– – ﹤0.01% 7066
2021
Q3 		$0 Sell
26
-1
-4% -$18 ﹤0.01% 7460
2021
Q2 		$1K Hold
27
– – ﹤0.01% 6726
2021
Q1 		$0 Buy
+27
New +$308 ﹤0.01% 7323

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo's SMID Position: Q2 2026 in Review

Wells Fargo increased its Smith-Midland (SMID) stake by 150% in Q2 2026, buying an estimated $48.8K and bringing the position to 2,615 shares worth $75.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5608.

Wells Fargo first reported a position in SMID in Q1 2021 and has held it in 22 quarters since. The position peaked at $110K in Q4 2025. 54 funds tracked by Wall St. Rank hold SMID as of Q2 2026.

  • Wells Fargo held 2,615 shares of Smith-Midland worth $75.8K as of Q2 2026.
  • Wells Fargo bought 1,568 Smith-Midland shares in Q2 2026, an estimated $48.8K.
  • Smith-Midland made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5608 holding.
  • Wells Fargo first reported a position in Smith-Midland in Q1 2021 and has held it in 22 quarters since.
  • Wells Fargo's Smith-Midland position peaked at $110K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.