Creative Planning
SMTC icon

Creative Planning’s Semtech SMTC Stock Holding History

Creative Planning’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 		$3.85M Buy
50,087
+6,218
+14% +$511K ﹤0.01% 1393
2025
Q4 		$3.23M Buy
43,869
+8,626
+24% +$612K ﹤0.01% 1332
2025
Q3 		$2.52M Buy
35,243
+8,145
+30% +$442K ﹤0.01% 1355
2025
Q2 		$1.22M Buy
27,098
+2,728
+11% +$97.1K ﹤0.01% 1698
2025
Q1 		$838K Sell
24,370
-352
-1% -$17.4K ﹤0.01% 1853
2024
Q4 		$1.53M Buy
24,722
+3,085
+14% +$163K ﹤0.01% 1310
2024
Q3 		$988K Buy
21,637
+3,619
+20% +$133K ﹤0.01% 1520
2024
Q2 		$538K Buy
18,018
+588
+3% +$20.6K ﹤0.01% 1878
2024
Q1 		$479K Buy
17,430
+982
+6% +$21K ﹤0.01% 1881
2023
Q4 		$360K Sell
16,448
-2,646
-14% -$49.1K ﹤0.01% 1959
2023
Q3 		$492K Buy
19,094
+1,474
+8% +$38.7K ﹤0.01% 1585
2023
Q2 		$449K Sell
17,620
-3,117
-15% -$67.3K ﹤0.01% 1629
2023
Q1 		$501K Sell
20,737
-63
-0.3% -$1.97K ﹤0.01% 1467
2022
Q4 		$597K Sell
20,800
-177
-0.8% -$5.02K ﹤0.01% 1328
2022
Q3 		$617K Buy
20,977
+1,839
+10% +$86.2K ﹤0.01% 1197
2022
Q2 		$1.05M Buy
19,138
+13,580
+244% +$819K ﹤0.01% 954
2022
Q1 		$385K Hold
5,558
– – ﹤0.01% 1479
2021
Q4 		$494K Buy
5,558
+470
+9% +$40K ﹤0.01% 1310
2021
Q3 		$397K Sell
5,088
-60
-1% -$4.11K ﹤0.01% 1431
2021
Q2 		$354K Sell
5,148
-401
-7% -$26.5K ﹤0.01% 1479
2021
Q1 		$383K Buy
5,549
+143
+3% +$10.5K ﹤0.01% 1619
2020
Q4 		$390K Buy
5,406
+12
+0.2% +$767 ﹤0.01% 1461
2020
Q3 		$286K Hold
5,394
– – ﹤0.01% 1447
2020
Q2 		$282K Hold
5,394
– – ﹤0.01% 1348
2020
Q1 		$202K Buy
5,394
+6
+0.1% +$271 ﹤0.01% 1388
2019
Q4 		$285K Sell
5,388
-47
-0.9% -$2.35K ﹤0.01% 1429
2019
Q3 		$264K Sell
5,435
-258
-5% -$12.2K ﹤0.01% 1439
2019
Q2 		$274K Buy
5,693
+310
+6% +$15.1K ﹤0.01% 1428
2019
Q1 		$274K Hold
5,383
– – ﹤0.01% 1378
2018
Q4 		$247K Hold
5,383
– – ﹤0.01% 1352
2018
Q3 		$299K Hold
5,383
– – ﹤0.01% 1398
2018
Q2 		$253K Hold
5,383
– – ﹤0.01% 1473
2018
Q1 		$210K Buy
+5,383
New +$194K ﹤0.01% 1576
2017
Q4 		– Sell
-5,437
Closed -$204K – 2000
2017
Q3 		$204K Buy
5,437
+5,102
+1,523% +$190K ﹤0.01% 1593
2017
Q2 		$12K Sell
335
-327
-49% -$11.5K ﹤0.01% 3527
2017
Q1 		$22K Sell
662
-115
-15% -$3.86K ﹤0.01% 3071
2016
Q4 		$25K Buy
777
+319
+70% +$8.93K ﹤0.01% 2931
2016
Q3 		$13K Sell
458
-6,070
-93% -$156K ﹤0.01% 3338
2016
Q2 		$156K Buy
6,528
+28
+0.4% +$636 ﹤0.01% 1398
2016
Q1 		$143K Hold
6,500
– – ﹤0.01% 1410
2015
Q4 		$123K Hold
6,500
– – ﹤0.01% 1510
2015
Q3 		$98K Buy
+6,500
New +$112K ﹤0.01% 1611
2015
Q2 		– Sell
-6,500
Closed -$173K – 2717
2015
Q1 		$173K Buy
6,500
+200
+3% +$5.45K ﹤0.01% 1269
2014
Q4 		$174K Hold
6,300
– – ﹤0.01% 1229
2014
Q3 		$171K Hold
6,300
– – ﹤0.01% 1139
2014
Q2 		$165K Sell
6,300
-103
-2% -$2.59K ﹤0.01% 1140
2014
Q1 		$162K Buy
6,403
+103
+2% +$2.51K ﹤0.01% 1108
2013
Q4 		$159K Sell
6,300
-3,100
-33% -$91.5K ﹤0.01% 964
2013
Q3 		$282K Hold
9,400
– – 0.01% 629
2013
Q2 		$329K Buy
+9,400
New +$321K 0.01% 519

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's SMTC Position: Q1 2026 in Review

Creative Planning increased its Semtech (SMTC) stake by 14% in Q1 2026, buying an estimated $511K and bringing the position to 50,087 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Creative Planning first reported a position in SMTC in Q2 2013 and has held it in 50 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Creative Planning held 50,087 shares of Semtech worth $3.85M as of Q1 2026.
  • Creative Planning bought 6,218 Semtech shares in Q1 2026, an estimated $511K.
  • Semtech made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1393 holding.
  • Creative Planning first reported a position in Semtech in Q2 2013 and has held it in 50 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.