CIBC Asset Management’s Semtech SMTC Stock Holding History

CIBC Asset Management’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$465K	Sell	2,874 -1,556	-35%	-$203K	﹤0.01%	851
2026 Q1	$341K	Buy	4,430 +42	+1%	+$3.45K	﹤0.01%	927
2025 Q4	$323K	Buy	+4,388	New	+$311K	﹤0.01%	934
2024 Q4	–	Sell	-4,734	Closed	-$216K	–	1289
2024 Q3	$216K	Buy	+4,734	New	+$174K	﹤0.01%	1062
2023 Q1	–	Sell	-7,376	Closed	-$212K	–	1127
2022 Q4	$212K	Buy	+7,376	New	+$209K	﹤0.01%	921
2022 Q1	–	Sell	-2,710	Closed	-$241K	–	1586
2021 Q4	$241K	Buy	2,710 +141	+5%	+$12K	﹤0.01%	1235
2021 Q3	$200K	Buy	+2,569	New	+$176K	﹤0.01%	1371
2018 Q4	–	Sell	-4,562	Closed	-$254K	–	1126
2018 Q3	$254K	Hold	4,562	–	–	﹤0.01%	924
2018 Q2	$215K	Buy	+4,562	New	+$204K	﹤0.01%	997

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Asset Management's SMTC Position: Q2 2026 in Review

CIBC Asset Management reduced its Semtech (SMTC) stake by 35% in Q2 2026, selling an estimated $203K and leaving 2,874 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

CIBC Asset Management first reported a position in SMTC in Q2 2018 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

CIBC Asset Management held 2,874 shares of Semtech worth $465K as of Q2 2026.
CIBC Asset Management sold 1,556 Semtech shares in Q2 2026, an estimated $203K.
Semtech made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #851 holding.
CIBC Asset Management first reported a position in Semtech in Q2 2018 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.