Americana Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Americana Partners’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	–	Sell	-892	Closed	-$321K	–	532
2025 Q4	$321K	Sell	892 -272	-23%	-$95.4K	0.01%	391
2025 Q3	$380K	Hold	1,164	–	–	0.01%	345
2025 Q2	$325K	Hold	1,164	–	–	0.01%	354
2025 Q1	$246K	Sell	1,164 -25	-2%	-$5.99K	0.01%	347
2024 Q4	$288K	Buy	1,189 +49	+4%	+$12.2K	0.01%	344
2024 Q3	$280K	Hold	1,140	–	–	0.02%	322
2024 Q2	$297K	Buy	+1,140	New	+$267K	0.02%	293

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Americana Partners's SMH Position: Q1 2026 in Review

Americana Partners sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 892 shares — an estimated $321K sold.

Americana Partners first reported a position in SMH in Q2 2024 and held it in 7 quarters. The position peaked at $380K in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Americana Partners reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
Americana Partners sold 892 VanEck Semiconductor ETF shares in Q1 2026, an estimated $321K.
Americana Partners first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 7 quarters.
Americana Partners's VanEck Semiconductor ETF position peaked at $380K in Q3 2025.
1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Americana Partners's 13F filing for Q1 2026, filed 12 May 2026.