LM Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

LM Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$914K	Buy	1,426 +775	+119%	+$393K	0.11%	115
2026 Q1	$1.98K	Buy	651 +54	+9%	+$18.4K	0.03%	185
2025 Q4	$1.98K	Sell	597 -832	-58%	-$245K	0.04%	182
2025 Q3	$387K	Hold	1,429	–	–	0.06%	146
2025 Q2	$341K	Hold	1,429	–	–	0.04%	144
2025 Q1	$269K	Buy	1,429 +12	+0.8%	+$2.56K	0.05%	194
2024 Q4	$305K	Hold	1,417	–	–	0.05%	158
2024 Q3	$327K	Hold	1,417	–	–	0.07%	142
2024 Q2	$349K	Buy	1,417 +1	+0.1%	+$229	0.06%	146
2024 Q1	$320K	Hold	1,416	–	–	0.05%	172
2023 Q4	$272K	Buy	+1,416	New	+$238K	0.05%	163

Other funds holding SOXX

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LM Advisors's SOXX Position: Q2 2026 in Review

LM Advisors increased its iShares Semiconductor ETF (SOXX) stake by 119% in Q2 2026, buying an estimated $393K and bringing the position to 1,426 shares worth $914K. The position accounts for 0.11% of the portfolio, ranked #115.

LM Advisors first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

LM Advisors held 1,426 shares of iShares Semiconductor ETF worth $914K as of Q2 2026.
LM Advisors bought 775 iShares Semiconductor ETF shares in Q2 2026, an estimated $393K.
iShares Semiconductor ETF made up 0.11% of LM Advisors's portfolio in Q2 2026, its #115 holding.
LM Advisors first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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