Liberty Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Liberty Wealth Management’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	$270K	Sell	704 -289	-29%	-$115K	0.03%	220
2025 Q4	$357K	Buy	+993	New	+$348K	0.05%	169
2024 Q4	–	Sell	-1,446	Closed	-$355K	–	238
2024 Q3	$355K	Sell	1,446 -437,195	-100%	-$106M	0.06%	147
2024 Q2	$476K	Buy	438,641 +436,853	+24,432%	+$102M	0.09%	115
2024 Q1	$402K	Buy	+1,788	New	+$359K	0.08%	117

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Liberty Wealth Management's SMH Position: Q1 2026 in Review

Liberty Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 29% in Q1 2026, selling an estimated $115K and leaving 704 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #220.

Liberty Wealth Management first reported a position in SMH in Q1 2024 and has held it in 5 quarters since. The position peaked at $476K in Q2 2024. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Liberty Wealth Management held 704 shares of VanEck Semiconductor ETF worth $270K as of Q1 2026.
Liberty Wealth Management sold 289 VanEck Semiconductor ETF shares in Q1 2026, an estimated $115K.
VanEck Semiconductor ETF made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #220 holding.
Liberty Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 5 quarters since.
Liberty Wealth Management's VanEck Semiconductor ETF position peaked at $476K in Q2 2024.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.