HBW
SMH icon

Hazlett, Burt & Watson’s VanEck Semiconductor ETF SMH Stock Holding History

Hazlett, Burt & Watson’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45K Hold
114
– – 0.01% 463
2025
Q4 		$40K Sell
114
-30
-21% -$10.5K 0.01% 482
2025
Q3 		$46K Buy
144
+28
+24% +$8.29K 0.02% 435
2025
Q2 		$31K Buy
116
+44
+61% +$10.2K 0.01% 443
2025
Q1 		$15K Buy
72
+12
+20% +$2.88K 0.01% 533
2024
Q4 		$13K Buy
60
+30
+100% +$7.44K 0.01% 512
2024
Q3 		$7K Hold
30
– – ﹤0.01% 568
2024
Q2 		$8K Hold
30
– – ﹤0.01% 544
2024
Q1 		$7K Hold
30
– – ﹤0.01% 548
2023
Q4 		$5K Buy
+30
New +$4.7K ﹤0.01% 562

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return