LM Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

LM Advisors’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	$1.1M	Buy	1,692 +1,050	+164%	+$573K	0.13%	101
2026 Q1	$1.68K	Buy	642 +68	+12%	+$27K	0.03%	190
2025 Q4	$1.59K	Sell	574 -825	-59%	-$289K	0.03%	190
2025 Q3	$457K	Buy	1,399 +166	+13%	+$49.1K	0.07%	139
2025 Q2	$344K	Buy	1,233 +57	+5%	+$13.2K	0.04%	143
2025 Q1	$249K	Buy	+1,176	New	+$282K	0.04%	199
2024 Q1	–	Sell	-666	Closed	-$117K	–	637
2023 Q4	$117K	Buy	+666	New	+$104K	0.02%	236

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

LM Advisors's SMH Position: Q2 2026 in Review

LM Advisors increased its VanEck Semiconductor ETF (SMH) stake by 164% in Q2 2026, buying an estimated $573K and bringing the position to 1,692 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #101.

LM Advisors first reported a position in SMH in Q4 2023 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

LM Advisors held 1,692 shares of VanEck Semiconductor ETF worth $1.1M as of Q2 2026.
LM Advisors bought 1,050 VanEck Semiconductor ETF shares in Q2 2026, an estimated $573K.
VanEck Semiconductor ETF made up 0.13% of LM Advisors's portfolio in Q2 2026, its #101 holding.
LM Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.