Chevy Chase Trust
SMH icon

Chevy Chase Trust’s VanEck Semiconductor ETF SMH Stock Holding History

Chevy Chase Trust’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 		$700K Sell
1,826
-220
-11% -$87.4K ﹤0.01% 589
2025
Q4 		$737K Sell
2,046
-410
-17% -$144K ﹤0.01% 587
2025
Q3 		$802K Buy
2,456
+571
+30% +$169K ﹤0.01% 580
2025
Q2 		$526K Buy
+1,885
New +$437K ﹤0.01% 591
2023
Q1 		– Sell
-32,402
Closed -$3.29M – 656
2022
Q4 		$3.29M Buy
+32,402
New +$3.29M 0.01% 534

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
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

Chevy Chase Trust's SMH Position: Q1 2026 in Review

Chevy Chase Trust reduced its VanEck Semiconductor ETF (SMH) stake by 11% in Q1 2026, selling an estimated $87.4K and leaving 1,826 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Chevy Chase Trust first reported a position in SMH in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.29M in Q4 2022. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Chevy Chase Trust held 1,826 shares of VanEck Semiconductor ETF worth $700K as of Q1 2026.
  • Chevy Chase Trust sold 220 VanEck Semiconductor ETF shares in Q1 2026, an estimated $87.4K.
  • VanEck Semiconductor ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #589 holding.
  • Chevy Chase Trust first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 5 quarters since.
  • Chevy Chase Trust's VanEck Semiconductor ETF position peaked at $3.29M in Q4 2022.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.