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Lowery Thomas LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Lowery Thomas LLC’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 		$11.7M Sell
17,895
-249
-1% -$136K 5.73% 4
2026
Q1 		$6.95M Buy
18,144
+141
+0.8% +$56K 3.97% 8
2025
Q4 		$6.48M Buy
18,003
+83
+0.5% +$29.1K 3.66% 9
2025
Q3 		$5.85M Buy
17,920
+1,171
+7% +$347K 3.38% 9
2025
Q2 		$4.67M Sell
16,749
-1,888
-10% -$438K 2.99% 10
2025
Q1 		$3.94M Sell
18,637
-643
-3% -$154K 2.7% 12
2024
Q4 		$4.67M Buy
19,280
+589
+3% +$146K 3.04% 10
2024
Q3 		$4.59M Buy
18,691
+1,404
+8% +$341K 3.11% 10
2024
Q2 		$4.51M Buy
17,287
+1,216
+8% +$285K 3.29% 12
2024
Q1 		$3.62M Buy
16,071
+459
+3% +$92.3K 2.77% 13
2023
Q4 		$2.73M Buy
15,612
+1,731
+12% +$271K 2.34% 15
2023
Q3 		$2.01M Buy
13,881
+3,534
+34% +$535K 1.92% 16
2023
Q2 		$1.58M Buy
10,347
+1,303
+14% +$176K 1.55% 18
2023
Q1 		$1.19M Sell
9,044
-788
-8% -$94.5K 1.31% 21
2022
Q4 		$998K Sell
9,832
-14,040
-59% -$1.43M 1.2% 20
2022
Q3 		$2.21M Sell
23,872
-3,784
-14% -$413K 2.58% 14
2022
Q2 		$2.82M Sell
27,656
-8,330
-23% -$967K 2.69% 15
2022
Q1 		$4.85M Sell
35,986
-966
-3% -$132K 3.77% 8
2021
Q4 		$5.71M Buy
+36,952
New +$5.34M 3.94% 7

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Lowery Thomas LLC's SMH Position: Q2 2026 in Review

Lowery Thomas LLC reduced its VanEck Semiconductor ETF (SMH) stake by 1.4% in Q2 2026, selling an estimated $136K and leaving 17,895 shares worth $11.7M. The position accounts for 5.73% of the portfolio, ranked #4.

Lowery Thomas LLC first reported a position in SMH in Q4 2021 and has held it in 19 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Lowery Thomas LLC held 17,895 shares of VanEck Semiconductor ETF worth $11.7M as of Q2 2026.
  • Lowery Thomas LLC sold 249 VanEck Semiconductor ETF shares in Q2 2026, an estimated $136K.
  • VanEck Semiconductor ETF made up 5.73% of Lowery Thomas LLC's portfolio in Q2 2026, its #4 holding.
  • Lowery Thomas LLC first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.