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LFG
Larson Financial Group’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Larson Financial Group’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
Q1
$5.71M
Buy
14,903
+253
+2%
+$100K
0.18%
101
2025
Q4
$5.28M
Buy
14,650
+326
+2%
+$114K
0.18%
111
2025
Q3
$4.67M
Sell
14,324
-355
-2%
-$105K
0.16%
121
2025
Q2
$4.09M
Buy
14,679
+2,014
+16%
+$467K
0.16%
123
2025
Q1
$2.68M
Buy
12,665
+3,810
+43%
+$913K
0.13%
149
2024
Q4
$2.14M
Buy
8,855
+1,619
+22%
+$402K
0.11%
162
2024
Q3
$1.78M
Buy
7,236
+5,561
+332%
+$1.35M
0.1%
178
2024
Q2
$437K
Buy
1,675
+360
+27%
+$84.4K
0.03%
297
2024
Q1
$296K
Sell
1,315
-163
-11%
-$32.8K
0.02%
318
2023
Q4
$258K
Sell
1,478
-193
-12%
-$30.2K
0.02%
294
2023
Q3
$242K
Buy
1,671
+383
+30%
+$58K
0.02%
286
2023
Q2
$196K
Sell
1,288
-76
-6%
-$10.3K
0.02%
318
2023
Q1
$179K
Sell
1,364
-2
-0.1%
-$240
0.02%
327
2022
Q4
$139K
Sell
1,366
-42
-3%
-$4.27K
0.02%
358
2022
Q3
$130K
Buy
1,408
+1,348
+2,247%
+$147K
0.02%
327
2022
Q2
$6K
Buy
60
+30
+100%
+$3.48K
﹤0.01%
841
2022
Q1
$4K
Buy
+30
New
+$4.11K
﹤0.01%
837
2021
Q2
–
Hold
0
–
–
–
934
2021
Q1
–
Hold
0
–
–
–
927
2020
Q4
–
Hold
0
–
–
–
842
2020
Q3
–
Hold
0
–
–
–
832
2020
Q2
–
Hold
0
–
–
–
752
Other funds holding SMH
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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