Bellevue Asset Management’s Semtech SMTC Stock Holding History

Bellevue Asset Management’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.53K	Buy	28 +9	+47%	+$1.18K	﹤0.01%	359
2026 Q1	$1.46K	Hold	19	–	–	﹤0.01%	361
2025 Q4	$1.4K	Hold	19	–	–	﹤0.01%	468
2025 Q3	$1.36K	Buy	+19	New	+$1.03K	﹤0.01%	476
2022 Q3	–	Sell	-40	Closed	-$2K	–	507
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	434
2022 Q1	$3K	Sell	40 -21	-34%	-$1.51K	﹤0.01%	424
2021 Q4	$5K	Sell	61 -4	-6%	-$341	﹤0.01%	382
2021 Q3	$5K	Hold	65	–	–	﹤0.01%	399
2021 Q2	$4K	Sell	65 -7	-10%	-$463	﹤0.01%	426
2021 Q1	$5K	Sell	72 -6	-8%	-$440	﹤0.01%	441
2020 Q4	$6K	Sell	78 -15	-16%	-$958	﹤0.01%	402
2020 Q3	$5K	Hold	93	–	–	﹤0.01%	402
2020 Q2	$5K	Hold	93	–	–	0.01%	404
2020 Q1	$4K	Buy	93 +74	+389%	+$3.35K	﹤0.01%	427
2019 Q4	$1K	Buy	+19	New	+$952	﹤0.01%	523

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

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

Bellevue Asset Management's SMTC Position: Q2 2026 in Review

Bellevue Asset Management increased its Semtech (SMTC) stake by 47% in Q2 2026, buying an estimated $1.18K and bringing the position to 28 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Bellevue Asset Management first reported a position in SMTC in Q4 2019 and has held it in 15 quarters since. The position peaked at $6K in Q4 2020. 579 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Bellevue Asset Management held 28 shares of Semtech worth $4.53K as of Q2 2026.
Bellevue Asset Management bought 9 Semtech shares in Q2 2026, an estimated $1.18K.
Semtech made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #359 holding.
Bellevue Asset Management first reported a position in Semtech in Q4 2019 and has held it in 15 quarters since.
Bellevue Asset Management's Semtech position peaked at $6K in Q4 2020.
579 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.