J. M. Brown & Associates’s VanEck Semiconductor ETF SMH Stock Holding History

J. M. Brown & Associates’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	$814K	Buy	+1,241	New	+$677K	0.47%	67

Other funds holding SMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

J. M. Brown & Associates's SMH Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 1,241 shares worth $814K. The stake represents 0.47% of the portfolio and ranks #67 among its holdings.

1,491 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

J. M. Brown & Associates held 1,241 shares of VanEck Semiconductor ETF worth $814K as of Q2 2026.
VanEck Semiconductor ETF was a new J. M. Brown & Associates position in Q2 2026.
VanEck Semiconductor ETF made up 0.47% of J. M. Brown & Associates's portfolio in Q2 2026, its #67 holding.
1,491 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.