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Leigh Baldwin & Co’s VanEck Semiconductor ETF SMH Stock Holding History

Leigh Baldwin & Co’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 		$971K Buy
1,480
+25
+2% +$13.6K 0.52% 44
2026
Q1 		$558K Buy
1,455
+30
+2% +$11.9K 0.36% 69
2025
Q4 		$513K Buy
1,425
+2
+0.1% +$702 0.34% 74
2025
Q3 		$465K Buy
1,423
+10
+0.7% +$2.96K 0.26% 94
2025
Q2 		$394K Buy
1,413
+375
+36% +$87K 0.26% 98
2025
Q1 		$220K Buy
+1,038
New +$249K 0.18% 154

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Leigh Baldwin & Co's SMH Position: Q2 2026 in Review

Leigh Baldwin & Co increased its VanEck Semiconductor ETF (SMH) stake by 1.7% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,480 shares worth $971K. The position accounts for 0.52% of the portfolio, ranked #44.

Leigh Baldwin & Co first reported a position in SMH in Q1 2025 and has held it in 6 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Leigh Baldwin & Co held 1,480 shares of VanEck Semiconductor ETF worth $971K as of Q2 2026.
  • Leigh Baldwin & Co bought 25 VanEck Semiconductor ETF shares in Q2 2026, an estimated $13.6K.
  • VanEck Semiconductor ETF made up 0.52% of Leigh Baldwin & Co's portfolio in Q2 2026, its #44 holding.
  • Leigh Baldwin & Co first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.