Compagnie Lombard Odier SCmA’s iShares Semiconductor ETF SOXX Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-247	Closed	-$67K	–	463
2025 Q3	$67K	Hold	247	–	–	﹤0.01%	328
2025 Q2	$59K	Buy	+247	New	+$49.5K	﹤0.01%	315
2024 Q3	–	Sell	-300	Closed	-$74K	–	479
2024 Q2	$74K	Sell	300 -240	-44%	-$54.9K	﹤0.01%	306
2024 Q1	$122K	Hold	540	–	–	﹤0.01%	291
2023 Q4	$104K	Hold	540	–	–	﹤0.01%	348
2023 Q3	$85.3K	Hold	540	–	–	﹤0.01%	378
2023 Q2	$91.3K	Sell	540 -1,800	-77%	-$270K	﹤0.01%	356
2023 Q1	$347K	Buy	2,340 +1,500	+179%	+$204K	0.01%	230
2022 Q4	$97K	Hold	840	–	–	﹤0.01%	397
2022 Q3	$89K	Hold	840	–	–	﹤0.01%	405
2022 Q2	$98K	Buy	840 +666	+383%	+$89.8K	﹤0.01%	383
2022 Q1	$27K	Buy	174 +54	+45%	+$8.65K	﹤0.01%	503
2021 Q4	$22K	Buy	120 +54	+82%	+$9.05K	﹤0.01%	580
2021 Q3	$10K	Hold	66	–	–	﹤0.01%	599
2021 Q2	$10K	Sell	66 -600	-90%	-$85.9K	﹤0.01%	588
2021 Q1	$93K	Buy	+666	New	+$91.1K	﹤0.01%	455

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Compagnie Lombard Odier SCmA's SOXX Position: Q4 2025 in Review

Compagnie Lombard Odier SCmA sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 247 shares — an estimated $67K sold.

Compagnie Lombard Odier SCmA first reported a position in SOXX in Q1 2021 and held it in 16 quarters. The position peaked at $347K in Q1 2023. 874 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Compagnie Lombard Odier SCmA reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 247 iShares Semiconductor ETF shares in Q4 2025, an estimated $67K.
Compagnie Lombard Odier SCmA first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 16 quarters.
Compagnie Lombard Odier SCmA's iShares Semiconductor ETF position peaked at $347K in Q1 2023.
874 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2025, filed 16 Jan 2026.