JGC
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J. Goldman & Co’s VanEck Semiconductor ETF SMH Stock Holding History

J. Goldman & 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 		– Sell
-750
Closed -$409K – 907
2026
Q1 		$288K Sell
750
-1,924
-72% -$764K 0.01% 569
2025
Q4 		$963K Buy
+2,674
New +$938K 0.03% 390
2024
Q4 		– Sell
-3,864
Closed -$948K – 613
2024
Q3 		$948K Buy
+3,864
New +$940K 0.03% 300
2024
Q2 		– Sell
-9,340
Closed -$2.1M – 571
2024
Q1 		$2.1M Sell
9,340
-30,869
-77% -$6.21M 0.07% 215
2023
Q4 		$7.03M Sell
40,209
-213,829
-84% -$33.5M 0.28% 105
2023
Q3 		$36.8M Buy
+254,038
New +$38.5M 1.29% 16
2023
Q2 		– Sell
-135,634
Closed -$17.8M – 482
2023
Q1 		$17.8M Sell
135,634
-20,222
-13% -$2.42M 0.72% 38
2022
Q4 		$15.8M Buy
155,856
+107,928
+225% +$11M 0.78% 36
2022
Q3 		$4.44M Buy
47,928
+1,362
+3% +$148K 0.21% 128
2022
Q2 		$4.74M Buy
46,566
+21,924
+89% +$2.55M 0.23% 108
2022
Q1 		$3.32M Buy
+24,642
New +$3.37M 0.15% 160
2021
Q4 		– Sell
-4,060
Closed -$520K – 430
2021
Q3 		$520K Sell
4,060
-8,112
-67% -$1.07M 0.03% 271
2021
Q2 		$1.6M Sell
12,172
-9,962
-45% -$1.23M 0.06% 247
2021
Q1 		$2.69M Buy
+22,134
New +$2.62M 0.09% 221
2020
Q4 		– Sell
-7,788
Closed -$678K – 474
2020
Q3 		$678K Buy
+7,788
New +$653K 0.05% 236
2020
Q2 		– Sell
-4,784
Closed -$280K – 333
2020
Q1 		$280K Sell
4,784
-23,928
-83% -$1.61M 0.03% 201
2019
Q4 		$2.03M Buy
28,712
+24,424
+570% +$1.6M 0.15% 134
2019
Q3 		$255K Buy
+4,288
New +$248K 0.02% 253
2019
Q2 		– Sell
-79,976
Closed -$4.35M – 340
2019
Q1 		$4.25M Buy
+79,976
New +$3.96M 0.24% 117

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

J. Goldman & Co's SMH Position: Q2 2026 in Review

J. Goldman & Co sold out of VanEck Semiconductor ETF (SMH) in Q2 2026, closing a stake of 750 shares — an estimated $409K sold.

J. Goldman & Co first reported a position in SMH in Q1 2019 and held it in 19 quarters. The position peaked at $36.8M in Q3 2023. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • J. Goldman & Co reported no remaining VanEck Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • J. Goldman & Co sold 750 VanEck Semiconductor ETF shares in Q2 2026, an estimated $409K.
  • J. Goldman & Co first reported a position in VanEck Semiconductor ETF in Q1 2019 and held it in 19 quarters.
  • J. Goldman & Co's VanEck Semiconductor ETF position peaked at $36.8M in Q3 2023.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.