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 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 $1.37T 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

Beaumont Financial Advisors's SMH Position: Q1 2026 in Review

Beaumont Financial Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 6,630 shares worth $2.54M. The position accounts for 0.17% of the portfolio, ranked #87.

Beaumont Financial Advisors first reported a position in SMH in Q2 2021 and has held it in 9 quarters since. The position peaked at $10.6M in Q2 2021. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Beaumont Financial Advisors held 6,630 shares of VanEck Semiconductor ETF worth $2.54M as of Q1 2026.
Beaumont Financial Advisors left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up 0.17% of Beaumont Financial Advisors's portfolio in Q1 2026, its #87 holding.
Beaumont Financial Advisors first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 9 quarters since.
Beaumont Financial Advisors's VanEck Semiconductor ETF position peaked at $10.6M in Q2 2021.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.