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 Q2	$1.35M	Sell	2,058 -26	-1%	-$14.2K	0.05%	130
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 $1.55T 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

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

Berkshire Asset Management reduced its VanEck Semiconductor ETF (SMH) stake by 1.2% in Q2 2026, selling an estimated $14.2K and leaving 2,058 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #130.

Berkshire Asset Management first reported a position in SMH in Q1 2023 and has held it in 14 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Berkshire Asset Management held 2,058 shares of VanEck Semiconductor ETF worth $1.35M as of Q2 2026.
Berkshire Asset Management sold 26 VanEck Semiconductor ETF shares in Q2 2026, an estimated $14.2K.
VanEck Semiconductor ETF made up 0.05% of Berkshire Asset Management's portfolio in Q2 2026, its #130 holding.
Berkshire Asset Management first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.