LFS
SMH icon

Legacy Financial Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

Legacy Financial Strategies’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 		$7.08M Buy
18,476
+1,096
+6% +$435K 1.28% 13
2025
Q4 		$6.26M Buy
17,380
+3,271
+23% +$1.15M 1.11% 13
2025
Q3 		$4.6M Buy
14,109
+9,976
+241% +$2.95M 0.83% 17
2025
Q2 		$1.15M Buy
4,133
+2,567
+164% +$595K 0.23% 55
2025
Q1 		$331K Sell
1,566
-1,293
-45% -$310K 0.07% 84
2024
Q4 		$700K Buy
2,859
+1,471
+106% +$365K 0.15% 63
2024
Q3 		$341K Buy
1,388
+180
+15% +$43.8K 0.08% 83
2024
Q2 		$326K Buy
1,208
+150
+14% +$35.2K 0.08% 70
2024
Q1 		$238K Buy
+1,058
New +$213K 0.06% 81

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
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