J. Goldman & Co’s Semtech SMTC Stock Holding History

J. Goldman & Co’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	–	Sell	-4,226	Closed	-$311K	–	864
2025 Q4	$311K	Sell	4,226 -9,874	-70%	-$701K	0.01%	492
2025 Q3	$1.01M	Buy	+14,100	New	+$765K	0.03%	333
2025 Q2	–	Sell	-324,921	Closed	-$11.2M	–	627
2025 Q1	$11.2M	Buy	+324,921	New	+$16M	0.28%	117
2024 Q2	–	Sell	-12,047	Closed	-$331K	–	574
2024 Q1	$331K	Buy	+12,047	New	+$257K	0.01%	348
2021 Q4	–	Sell	-24,013	Closed	-$1.87M	–	431
2021 Q3	$1.87M	Sell	24,013 -254,312	-91%	-$17.4M	0.09%	194
2021 Q2	$19.1M	Buy	+278,325	New	+$18.4M	0.74%	30
2015 Q2	–	Sell	-51,000	Closed	-$1.36M	–	311
2015 Q1	$1.36M	Buy	+51,000	New	+$1.39M	0.08%	209

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

J. Goldman & Co's SMTC Position: Q1 2026 in Review

J. Goldman & Co sold out of Semtech (SMTC) in Q1 2026, closing a stake of 4,226 shares — an estimated $311K sold.

J. Goldman & Co first reported a position in SMTC in Q1 2015 and held it in 7 quarters. The position peaked at $19.1M in Q2 2021. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

J. Goldman & Co reported no remaining Semtech position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 4,226 Semtech shares in Q1 2026, an estimated $311K.
J. Goldman & Co first reported a position in Semtech in Q1 2015 and held it in 7 quarters.
J. Goldman & Co's Semtech position peaked at $19.1M in Q2 2021.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.