HM Payson & Co’s VanEck Semiconductor ETF SMH Stock Holding History

HM Payson & Co’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 Q2	$341K	Hold	520	–	–	﹤0.01%	351
2026 Q1	$199K	Hold	520	–	–	﹤0.01%	435
2025 Q4	$187K	Sell	520 -250	-32%	-$87.7K	﹤0.01%	443
2025 Q3	$251K	Buy	770 +250	+48%	+$74K	﹤0.01%	386
2025 Q2	$145K	Hold	520	–	–	﹤0.01%	478
2025 Q1	$110K	Hold	520	–	–	﹤0.01%	514
2024 Q4	$126K	Hold	520	–	–	﹤0.01%	498
2024 Q3	$128K	Hold	520	–	–	﹤0.01%	491
2024 Q2	$136K	Hold	520	–	–	﹤0.01%	468
2024 Q1	$117K	Hold	520	–	–	﹤0.01%	481
2023 Q4	$90.9K	Hold	520	–	–	﹤0.01%	506
2023 Q3	$75.4K	Hold	520	–	–	﹤0.01%	520
2023 Q2	$79.2K	Sell	520 -212	-29%	-$28.6K	﹤0.01%	515
2023 Q1	$96.4K	Hold	732	–	–	﹤0.01%	478
2022 Q4	$74.3K	Buy	732 +2	+0.3%	+$203	﹤0.01%	507
2022 Q3	$68K	Hold	730	–	–	﹤0.01%	523
2022 Q2	$74K	Hold	730	–	–	﹤0.01%	518
2022 Q1	$98K	Buy	730 +210	+40%	+$28.8K	﹤0.01%	496
2021 Q4	$80K	Hold	520	–	–	﹤0.01%	531
2021 Q3	$67K	Hold	520	–	–	﹤0.01%	548
2021 Q2	$68K	Hold	520	–	–	﹤0.01%	539
2021 Q1	$63K	Hold	520	–	–	﹤0.01%	563
2020 Q4	$57K	Hold	520	–	–	﹤0.01%	580
2020 Q3	$45K	Hold	520	–	–	﹤0.01%	582
2020 Q2	$40K	Hold	520	–	–	﹤0.01%	556
2020 Q1	$30K	Hold	520	–	–	﹤0.01%	577
2019 Q4	$37K	Buy	+520	New	+$34K	﹤0.01%	630

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

HM Payson & Co's SMH Position: Q2 2026 in Review

HM Payson & Co held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 520 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

HM Payson & Co first reported a position in SMH in Q4 2019 and has held it in 27 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

HM Payson & Co held 520 shares of VanEck Semiconductor ETF worth $341K as of Q2 2026.
HM Payson & Co left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #351 holding.
HM Payson & Co first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 27 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.