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

Berkshire 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 Q1	$799K	Buy	2,084 +20	+1%	+$7.94K	0.03%	140
2025 Q4	$743K	Buy	2,064 +86	+4%	+$30.2K	0.03%	146
2025 Q3	$646K	Sell	1,978 -875	-31%	-$259K	0.03%	170
2025 Q2	$796K	Sell	2,853 -825	-22%	-$191K	0.04%	156
2025 Q1	$816K	Buy	3,678 +1,700	+86%	+$407K	0.04%	154
2024 Q4	$517K	Buy	1,978 +92	+5%	+$22.8K	0.02%	188
2024 Q3	$492K	Hold	1,886	–	–	0.03%	181
2024 Q2	$492K	Hold	1,886	–	–	0.02%	182
2024 Q1	$424K	Hold	1,886	–	–	0.02%	175
2023 Q4	$330K	Buy	1,886 +100	+6%	+$15.7K	0.02%	190
2023 Q3	$259K	Hold	1,786	–	–	0.02%	206
2023 Q2	$272K	Hold	1,786	–	–	0.02%	205
2023 Q1	$235K	Buy	+1,786	New	+$214K	0.01%	207

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

Berkshire Asset Management's SMH Position: Q1 2026 in Review

Berkshire Asset Management increased its VanEck Semiconductor ETF (SMH) stake by 0.97% in Q1 2026, buying an estimated $7.94K and bringing the position to 2,084 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #140.

Berkshire Asset Management first reported a position in SMH in Q1 2023 and has held it in 13 quarters since. The position peaked at $816K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Berkshire Asset Management held 2,084 shares of VanEck Semiconductor ETF worth $799K as of Q1 2026.
Berkshire Asset Management bought 20 VanEck Semiconductor ETF shares in Q1 2026, an estimated $7.94K.
VanEck Semiconductor ETF made up 0.03% of Berkshire Asset Management's portfolio in Q1 2026, its #140 holding.
Berkshire Asset Management first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
Berkshire Asset Management's VanEck Semiconductor ETF position peaked at $816K in Q1 2025.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.