Beaumont Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Beaumont Asset Management’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	$1.14M	Buy	1,735 +136	+9%	+$74.2K	0.44%	39
2026 Q1	$613K	Buy	1,599 +18	+1%	+$7.15K	0.28%	52
2025 Q4	$569K	Buy	+1,581	New	+$555K	0.28%	47
2025 Q2	–	Sell	-7,053	Closed	-$1.49M	–	75
2025 Q1	$1.49M	Buy	7,053 +2,065	+41%	+$495K	0.9%	20
2024 Q4	$1.21M	Sell	4,988 -112	-2%	-$27.8K	0.7%	28
2024 Q3	$1.25M	Buy	5,100 +366	+8%	+$89K	0.73%	29
2024 Q2	$1.23M	Buy	4,734 +60	+1%	+$14.1K	0.79%	24
2024 Q1	$1.05M	Buy	+4,674	New	+$940K	0.7%	30

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

Beaumont Asset Management's SMH Position: Q2 2026 in Review

Beaumont Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 8.5% in Q2 2026, buying an estimated $74.2K and bringing the position to 1,735 shares worth $1.14M. The position accounts for 0.44% of the portfolio, ranked #39.

Beaumont Asset Management first reported a position in SMH in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q1 2025. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Beaumont Asset Management held 1,735 shares of VanEck Semiconductor ETF worth $1.14M as of Q2 2026.
Beaumont Asset Management bought 136 VanEck Semiconductor ETF shares in Q2 2026, an estimated $74.2K.
VanEck Semiconductor ETF made up 0.44% of Beaumont Asset Management's portfolio in Q2 2026, its #39 holding.
Beaumont Asset Management first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
Beaumont Asset Management's VanEck Semiconductor ETF position peaked at $1.49M in Q1 2025.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.