Aft Forsyth & Sober’s VanEck Semiconductor ETF SMH Stock Holding History

Aft Forsyth & Sober’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.98M	Hold	13,000	–	–	1.52%	18
2025 Q4	$4.68M	Hold	13,000	–	–	1.42%	19
2025 Q3	$4.24M	Hold	13,000	–	–	1.32%	22
2025 Q2	$3.63M	Hold	13,000	–	–	1.22%	22
2025 Q1	$2.75M	Hold	13,000	–	–	0.96%	31
2024 Q4	$3.15M	Hold	13,000	–	–	1.02%	25
2024 Q3	$3.19M	Hold	13,000	–	–	1.05%	18
2024 Q2	$3.39M	Hold	13,000	–	–	1.16%	16
2024 Q1	$2.92M	Hold	13,000	–	–	1.03%	22
2023 Q4	$2.27M	Buy	13,000 +5,000	+63%	+$783K	0.88%	34
2023 Q3	$1.16M	Hold	8,000	–	–	0.49%	61
2023 Q2	$1.22M	Hold	8,000	–	–	0.51%	60
2023 Q1	$1.05M	Hold	8,000	–	–	0.53%	69
2022 Q4	$812K	Hold	8,000	–	–	0.37%	74
2022 Q3	$741K	Hold	8,000	–	–	0.36%	74
2022 Q2	$815K	Hold	8,000	–	–	0.38%	75
2022 Q1	$1.08M	Hold	8,000	–	–	0.42%	73
2021 Q4	$1.24M	Hold	8,000	–	–	0.43%	63
2021 Q3	$1.02M	Hold	8,000	–	–	0.39%	77
2021 Q2	$1.05M	Hold	8,000	–	–	0.39%	66
2021 Q1	$974K	Buy	+8,000	New	+$948K	0.4%	69

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Aft Forsyth & Sober's SMH Position: Q1 2026 in Review

Aft Forsyth & Sober held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 13,000 shares worth $4.98M. The position accounts for 1.52% of the portfolio, ranked #18.

Aft Forsyth & Sober first reported a position in SMH in Q1 2021 and has held it in 21 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Aft Forsyth & Sober held 13,000 shares of VanEck Semiconductor ETF worth $4.98M as of Q1 2026.
Aft Forsyth & Sober left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up 1.52% of Aft Forsyth & Sober's portfolio in Q1 2026, its #18 holding.
Aft Forsyth & Sober first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 21 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.