James J. Burns & Company’s VanEck Semiconductor ETF SMH Stock Holding History

James J. Burns & Company’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	$740K	Buy	1,127 +3	+0.3%	+$1.64K	0.08%	88
2026 Q1	$431K	Hold	1,124	–	–	0.06%	101
2025 Q4	$405K	Buy	+1,124	New	+$394K	0.06%	107
2024 Q4	–	Sell	-1,403	Closed	-$344K	–	152
2024 Q3	$344K	Hold	1,403	–	–	0.06%	97
2024 Q2	$366K	Buy	+1,403	New	+$329K	0.07%	92

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

James J. Burns & Company's SMH Position: Q2 2026 in Review

James J. Burns & Company increased its VanEck Semiconductor ETF (SMH) stake by 0.27% in Q2 2026, buying an estimated $1.64K and bringing the position to 1,127 shares worth $740K. The position accounts for 0.08% of the portfolio, ranked #88.

James J. Burns & Company first reported a position in SMH in Q2 2024 and has held it in 5 quarters since. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

James J. Burns & Company held 1,127 shares of VanEck Semiconductor ETF worth $740K as of Q2 2026.
James J. Burns & Company bought 3 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.64K.
VanEck Semiconductor ETF made up 0.08% of James J. Burns & Company's portfolio in Q2 2026, its #88 holding.
James J. Burns & Company first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.