Beaumont Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Beaumont Financial 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	$4.31M	Sell	6,565 -65	-1%	-$35.5K	0.27%	64
2026 Q1	$2.54M	Hold	6,630	–	–	0.17%	87
2025 Q4	$2.39M	Buy	6,630 +142	+2%	+$49.8K	0.16%	84
2025 Q3	$2.12M	Buy	6,488 +15	+0.2%	+$4.44K	0.14%	92
2025 Q2	$1.81M	Buy	6,473 +5,220	+417%	+$1.21M	0.13%	100
2025 Q1	$265K	Hold	1,253	–	–	0.02%	310
2024 Q4	$303K	Buy	+1,253	New	+$311K	0.02%	290
2022 Q2	–	Sell	-76,230	Closed	-$10.3M	–	358
2022 Q1	$10.3M	Buy	+76,230	New	+$10.4M	0.78%	40
2021 Q4	–	Sell	-61,908	Closed	-$7.93M	–	372
2021 Q3	$7.93M	Sell	61,908 -18,910	-23%	-$2.49M	0.61%	47
2021 Q2	$10.6M	Buy	+80,818	New	+$9.98M	0.81%	40

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 Financial Advisors's SMH Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 0.98% in Q2 2026, selling an estimated $35.5K and leaving 6,565 shares worth $4.31M. The position accounts for 0.27% of the portfolio, ranked #64.

Beaumont Financial Advisors first reported a position in SMH in Q2 2021 and has held it in 10 quarters since. The position peaked at $10.6M in Q2 2021. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Beaumont Financial Advisors held 6,565 shares of VanEck Semiconductor ETF worth $4.31M as of Q2 2026.
Beaumont Financial Advisors sold 65 VanEck Semiconductor ETF shares in Q2 2026, an estimated $35.5K.
VanEck Semiconductor ETF made up 0.27% of Beaumont Financial Advisors's portfolio in Q2 2026, its #64 holding.
Beaumont Financial Advisors first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 10 quarters since.
Beaumont Financial Advisors's VanEck Semiconductor ETF position peaked at $10.6M in Q2 2021.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.