HERITAGE INVESTORS MANAGEMENT CORP

Position in SMID — Smith Midland Corp

CIK 937589 BETHESDA, MD

Position in SMID

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,244,858

-$145,801 QoQ

Shares Held

38,268

0.0% QoQ

Ownership

0.721%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Mar 31, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $41,929,879 across 3 Building Materials names. SMID ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MLM	Martin Marietta Materials Inc	62,239	$36,638,854
2	USLM	United States Lime & Minerals Inc	30,979	$4,046,167
3	SMID	Smith Midland Corp This page	38,268	$1,244,858

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,244,858	38,268	0.0%	Shares	Sole	2026-04-24
2025-12-31	$1,390,659	38,268	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,412,089	38,268	0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,284,274	38,268	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,188,986	38,268	0.0%	Shares	Sole	2025-05-05
2024-12-31	$1,701,395	38,268	-0.1%	Shares	Sole	2025-02-05
2024-09-30	$1,278,837	38,300	-0.3%	Shares	Sole	2024-10-30
2024-06-30	$1,063,296	38,400	0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,804,032	38,400	-3.8%	Shares	Sole	2024-04-29
2023-12-31	$1,576,563	39,913	-9.8%	Shares	Sole	2024-02-07
2023-09-30	$841,534	44,268	+6.9%	Shares	Sole	2023-11-09
2023-06-30	$973,680	41,398	-2.4%	Shares	Sole	2023-08-01
2023-03-31	$795,424	42,400	-0.0%	Shares	Sole	2023-05-01
2022-12-31	$869,220	42,401	-0.0%	Shares	Sole	2023-02-06
2022-09-30	$1,134,253	42,402	-2.4%	Shares	Sole	2022-10-27
2022-06-30	$608,048	43,432	+4.9%	Shares	Sole	2022-08-01
2022-03-31	$734,885	41,402	0.0%	Shares	Sole	2022-05-02
2021-12-31	$1,945,894	41,402	-5.4%	Shares	Sole	2022-01-28
2021-09-30	$606,840	43,752	0.0%	Shares	Sole	2021-10-28
2021-06-30	$1,032,547	43,752	-11.8%	Shares	Sole	2021-07-29
2021-03-31	$593,239	49,602	-2.4%	Shares	Sole	2021-04-23
2020-12-31	$480,315	50,827	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.