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
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 $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

Wells Fargo's SMID Position: Q1 2026 in Review

Wells Fargo reduced its Smith-Midland (SMID) stake by 66% in Q1 2026, selling an estimated $68.8K and leaving 1,047 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5577.

Wells Fargo first reported a position in SMID in Q1 2021 and has held it in 21 quarters since. The position peaked at $110K in Q4 2025. 57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • Wells Fargo held 1,047 shares of Smith-Midland worth $34.1K as of Q1 2026.
  • Wells Fargo sold 1,992 Smith-Midland shares in Q1 2026, an estimated $68.8K.
  • Smith-Midland made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5577 holding.
  • Wells Fargo first reported a position in Smith-Midland in Q1 2021 and has held it in 21 quarters since.
  • Wells Fargo's Smith-Midland position peaked at $110K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.