Abel Hall LLC’s Semtech SMTC Stock Holding History

Abel Hall LLC’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$702K	Buy	4,340 +49	+1%	+$6.41K	0.12%	144
2026 Q1	$330K	Buy	4,291 +586	+16%	+$48.2K	0.07%	359
2025 Q4	$273K	Buy	+3,705	New	+$263K	0.06%	380

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abel Hall LLC's SMTC Position: Q2 2026 in Review

Abel Hall LLC increased its Semtech (SMTC) stake by 1.1% in Q2 2026, buying an estimated $6.41K and bringing the position to 4,340 shares worth $702K. The position accounts for 0.12% of the portfolio, ranked #144.

Abel Hall LLC first reported a position in SMTC in Q4 2025 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Abel Hall LLC held 4,340 shares of Semtech worth $702K as of Q2 2026.
Abel Hall LLC bought 49 Semtech shares in Q2 2026, an estimated $6.41K.
Semtech made up 0.12% of Abel Hall LLC's portfolio in Q2 2026, its #144 holding.
Abel Hall LLC first reported a position in Semtech in Q4 2025 and has held it in 3 quarters since.
576 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.