LCM
SMH icon

Logan Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Logan Capital 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
2025
Q4 		– Sell
-14
Closed -$4.62K – 442
2025
Q3 		$4.62K Hold
14
– – ﹤0.01% 381
2025
Q2 		$3.94K Hold
14
– – ﹤0.01% 380
2025
Q1 		$2.99K Hold
14
– – ﹤0.01% 478
2024
Q4 		$3.42K Hold
14
– – ﹤0.01% 442
2024
Q3 		$3.46K Hold
14
– – ﹤0.01% 436
2024
Q2 		$3.67K Hold
14
– – ﹤0.01% 419
2024
Q1 		$3.17K Hold
14
– – ﹤0.01% 431
2023
Q4 		$2.46K Buy
+14
New +$2.19K ﹤0.01% 450

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return