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Bowman & Company’s VanEck Semiconductor ETF SMH Stock Holding History

Bowman & Company’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
2025
Q4 		$226K Buy
627
+2
+0.3% +$702 0.1% 115
2025
Q3 		$204K Buy
+625
New +$185K 0.09% 109

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bowman & Company's SMH Position: Q4 2025 in Review

Bowman & Company increased its VanEck Semiconductor ETF (SMH) stake by 0.32% in Q4 2025, buying an estimated $702 and bringing the position to 627 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #115.

Bowman & Company first reported a position in SMH in Q3 2025 and has held it in 2 quarters since. 1,206 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

  • Bowman & Company held 627 shares of VanEck Semiconductor ETF worth $226K as of Q4 2025.
  • Bowman & Company bought 2 VanEck Semiconductor ETF shares in Q4 2025, an estimated $702.
  • VanEck Semiconductor ETF made up 0.1% of Bowman & Company's portfolio in Q4 2025, its #115 holding.
  • Bowman & Company first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,206 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.