Linscomb Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Linscomb Wealth’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	$393K	Sell	599 -7	-1%	-$3.82K	0.02%	243
2026 Q1	$232K	Hold	606	–	–	0.01%	316
2025 Q4	$218K	Buy	+606	New	+$213K	0.01%	295
2022 Q2	–	Sell	-1,574	Closed	-$213K	–	326
2022 Q1	$213K	Buy	1,574 +128	+9%	+$17.5K	0.01%	323
2021 Q4	$223K	Buy	+1,446	New	+$209K	0.01%	313
2021 Q3	–	Sell	-1,802	Closed	-$236K	–	350
2021 Q2	$236K	Buy	+1,802	New	+$223K	0.01%	301

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Linscomb Wealth's SMH Position: Q2 2026 in Review

Linscomb Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 1.2% in Q2 2026, selling an estimated $3.82K and leaving 599 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #243.

Linscomb Wealth first reported a position in SMH in Q2 2021 and has held it in 6 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Linscomb Wealth held 599 shares of VanEck Semiconductor ETF worth $393K as of Q2 2026.
Linscomb Wealth sold 7 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.82K.
VanEck Semiconductor ETF made up 0.02% of Linscomb Wealth's portfolio in Q2 2026, its #243 holding.
Linscomb Wealth first reported a position in VanEck Semiconductor ETF in Q2 2021 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 Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.