Firsthand Capital Management’s STMicroelectronics STM Stock Holding History

Firsthand Capital Management’s Portfolio STM Stock Details STM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374K	Hold	5,000	–	–	0.6%	35
2026 Q1	$173K	Hold	5,000	–	–	0.37%	35
2025 Q4	$130K	Hold	5,000	–	–	0.24%	35
2025 Q3	$141K	Hold	5,000	–	–	0.24%	37
2025 Q2	$152K	Hold	5,000	–	–	0.27%	37
2025 Q1	$110K	Hold	5,000	–	–	0.27%	38
2024 Q4	$125K	Hold	5,000	–	–	0.26%	38
2024 Q3	$149K	Sell	5,000 -6,761	-57%	-$223K	0.29%	34
2024 Q2	$296K	Buy	11,761 +6,761	+135%	+$281K	0.58%	30
2024 Q1	$216K	Hold	5,000	–	–	0.35%	34
2023 Q4	$265K	Hold	5,000	–	–	0.37%	32
2023 Q3	$216K	Hold	5,000	–	–	0.31%	37
2023 Q2	$250K	Hold	5,000	–	–	0.3%	36
2023 Q1	$267K	Buy	+5,000	New	+$233K	0.29%	34

Other funds holding STM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

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

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

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Firsthand Capital Management's STM Position: Q2 2026 in Review

Firsthand Capital Management held its STMicroelectronics (STM) position steady in Q2 2026 at 5,000 shares worth $374K. The position accounts for 0.6% of the portfolio, ranked #35.

Firsthand Capital Management first reported a position in STM in Q1 2023 and has held it in 14 quarters since. 605 funds tracked by Wall St. Rank hold STM as of Q2 2026.

Firsthand Capital Management held 5,000 shares of STMicroelectronics worth $374K as of Q2 2026.
Firsthand Capital Management left its STMicroelectronics share count unchanged in Q2 2026.
STMicroelectronics made up 0.6% of Firsthand Capital Management's portfolio in Q2 2026, its #35 holding.
Firsthand Capital Management first reported a position in STMicroelectronics in Q1 2023 and has held it in 14 quarters since.
605 funds tracked by Wall St. Rank held STMicroelectronics as of Q2 2026.

Based on Firsthand Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.