Connors Investor Services’s Semtech SMTC Stock Holding History

Connors Investor Services’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 Q1	$2.27M	Sell	29,569 -31,085	-51%	-$2.56M	0.21%	80
2025 Q4	$4.47M	Sell	60,654 -1,801	-3%	-$128K	0.38%	52
2025 Q3	$4.46M	Sell	62,455 -2,074	-3%	-$113K	0.38%	54
2025 Q2	$2.91M	Buy	64,529 +16,679	+35%	+$593K	0.26%	68
2025 Q1	$1.65M	Sell	47,850 -21,959	-31%	-$1.08M	0.16%	90
2024 Q4	$4.32M	Sell	69,809 -1,769	-2%	-$93.4K	0.4%	52
2024 Q3	$3.27M	Sell	71,578 -1,053	-1%	-$38.7K	0.32%	59
2024 Q2	$2.17M	Sell	72,631 -41,047	-36%	-$1.44M	0.23%	79
2024 Q1	$3.13M	Sell	113,678 -6,915	-6%	-$148K	0.33%	57
2023 Q4	$2.64M	Buy	120,593 +33,457	+38%	+$621K	0.3%	71
2023 Q3	$2.24M	Sell	87,136 -18,008	-17%	-$473K	0.28%	79
2023 Q2	$2.68M	Buy	105,144 +28,928	+38%	+$625K	0.3%	74
2023 Q1	$1.84M	Buy	76,216 +6,182	+9%	+$193K	0.22%	92
2022 Q4	$2.01M	Buy	+70,034	New	+$1.99M	0.25%	85

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Connors Investor Services's SMTC Position: Q1 2026 in Review

Connors Investor Services reduced its Semtech (SMTC) stake by 51% in Q1 2026, selling an estimated $2.56M and leaving 29,569 shares worth $2.27M. The position accounts for 0.21% of the portfolio, ranked #80.

Connors Investor Services first reported a position in SMTC in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.47M in Q4 2025. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

Connors Investor Services held 29,569 shares of Semtech worth $2.27M as of Q1 2026.
Connors Investor Services sold 31,085 Semtech shares in Q1 2026, an estimated $2.56M.
Semtech made up 0.21% of Connors Investor Services's portfolio in Q1 2026, its #80 holding.
Connors Investor Services first reported a position in Semtech in Q4 2022 and has held it in 14 quarters since.
Connors Investor Services's Semtech position peaked at $4.47M in Q4 2025.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Connors Investor Services's 13F filing for Q1 2026, filed 15 May 2026.