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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
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 $1.37T 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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Leigh Baldwin & Co's SMH Position: Q1 2026 in Review

Leigh Baldwin & Co increased its VanEck Semiconductor ETF (SMH) stake by 2.1% in Q1 2026, buying an estimated $11.9K and bringing the position to 1,455 shares worth $558K. The position accounts for 0.36% of the portfolio, ranked #69.

Leigh Baldwin & Co first reported a position in SMH in Q1 2025 and has held it in 5 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Leigh Baldwin & Co held 1,455 shares of VanEck Semiconductor ETF worth $558K as of Q1 2026.
  • Leigh Baldwin & Co bought 30 VanEck Semiconductor ETF shares in Q1 2026, an estimated $11.9K.
  • VanEck Semiconductor ETF made up 0.36% of Leigh Baldwin & Co's portfolio in Q1 2026, its #69 holding.
  • Leigh Baldwin & Co first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.