Capital Fund Management (CFM)
SMH icon

Capital Fund Management (CFM)’s VanEck Semiconductor ETF SMH Stock Holding History

Capital Fund Management (CFM)’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 		$18.4M Buy
+48,075
New +$19.1M 0.17% 336
2025
Q4 		– Hold
0
– – – 2903
2025
Q3 		– Hold
0
– – – 2945
2025
Q2 		– Sell
-154,955
Closed -$35.9M – 2748
2025
Q1 		$32.8M Buy
+154,955
New +$37.1M 0.42% 297
2024
Q4 		– Hold
0
– – – 2457
2024
Q3 		– Hold
0
– – – 2393
2024
Q2 		– Sell
-78,802
Closed -$18.5M – 2416
2024
Q1 		$17.7M Sell
78,802
-164,663
-68% -$33.1M 0.22% 494
2023
Q4 		$42.6M Buy
+243,465
New +$38.1M 0.54% 245
2023
Q3 		– Sell
-43,648
Closed -$6.61M – 2303
2023
Q2 		$6.65M Buy
+43,648
New +$5.9M 0.1% 729
2023
Q1 		– Sell
-136,250
Closed -$16.3M – 1925
2022
Q4 		$13.8M Buy
+136,250
New +$13.9M 0.31% 305
2022
Q3 		– Hold
0
– – – 1804

Other funds holding SMH

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return