Apriem Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Apriem Advisors’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 Q2	$2.71M	Sell	4,137 -30	-0.7%	-$16.4K	0.23%	59
2026 Q1	$1.6M	Hold	4,167	–	–	0.15%	77
2025 Q4	$1.5M	Buy	4,167 +2	+0%	+$702	0.14%	75
2025 Q3	$1.36M	Hold	4,165	–	–	0.13%	79
2025 Q2	$1.16M	Hold	4,165	–	–	0.12%	81
2025 Q1	$881K	Hold	4,165	–	–	0.1%	85
2024 Q4	$1.01M	Buy	4,165 +153	+4%	+$38K	0.12%	80
2024 Q3	$985K	Sell	4,012 -530	-12%	-$129K	0.12%	78
2024 Q2	$1.18M	Buy	4,542 +400	+10%	+$93.8K	0.15%	72
2024 Q1	$932K	Sell	4,142 -2,850	-41%	-$573K	0.12%	81
2023 Q4	$1.22M	Sell	6,992 -1,470	-17%	-$230K	0.16%	63
2023 Q3	$1.23M	Sell	8,462 -1,120	-12%	-$170K	0.18%	64
2023 Q2	$1.46M	Sell	9,582 -900	-9%	-$122K	0.22%	58
2023 Q1	$1.38M	Sell	10,482 -56	-0.5%	-$6.71K	0.22%	60
2022 Q4	$1.07M	Sell	10,538 -234	-2%	-$23.8K	0.19%	60
2022 Q3	$997K	Hold	10,772	–	–	0.18%	62
2022 Q2	$1.1M	Sell	10,772 -1,460	-12%	-$170K	0.19%	55
2022 Q1	$1.65M	Buy	12,232 +1,650	+16%	+$226K	0.24%	49
2021 Q4	$1.63M	Hold	10,582	–	–	0.23%	50
2021 Q3	$1.36M	Hold	10,582	–	–	0.19%	52
2021 Q2	$1.39M	Sell	10,582 -560	-5%	-$69.2K	0.21%	54
2021 Q1	$1.36M	Sell	11,142 -30,196	-73%	-$3.58M	0.21%	51
2020 Q4	$4.51M	Buy	+41,338	New	+$4.1M	0.8%	26

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Apriem Advisors's SMH Position: Q2 2026 in Review

Apriem Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 0.72% in Q2 2026, selling an estimated $16.4K and leaving 4,137 shares worth $2.71M. The position accounts for 0.23% of the portfolio, ranked #59.

Apriem Advisors first reported a position in SMH in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.51M in Q4 2020. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Apriem Advisors held 4,137 shares of VanEck Semiconductor ETF worth $2.71M as of Q2 2026.
Apriem Advisors sold 30 VanEck Semiconductor ETF shares in Q2 2026, an estimated $16.4K.
VanEck Semiconductor ETF made up 0.23% of Apriem Advisors's portfolio in Q2 2026, its #59 holding.
Apriem Advisors first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 23 quarters since.
Apriem Advisors's VanEck Semiconductor ETF position peaked at $4.51M in Q4 2020.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.