LPL Financial
SMH icon

LPL Financial’s VanEck Semiconductor ETF SMH Stock Holding History

LPL Financial’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
Q1 		$422K Buy
1,100
+100
+10% +$39.7K ﹤0.01% 4914
2025
Q4 		$360K Buy
1,000
+200
+25% +$70.2K ﹤0.01% 5004
2025
Q3 		$261K Hold
800
– – ﹤0.01% 5164
2025
Q2 		$223K Sell
800
-18,700
-96% -$4.34M ﹤0.01% 5003
2025
Q1 		$4.12M Buy
19,500
+15,900
+442% +$3.81M ﹤0.01% 2311
2024
Q4 		$872K Buy
+3,600
New +$893K ﹤0.01% 3612
2024
Q2 		– Sell
-60
Closed -$1.35M – 5121
2024
Q1 		$1.35M Buy
+60
New +$12.1K ﹤0.01% 2923

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial's SMH Position: Q1 2026 in Review

LPL Financial increased its VanEck Semiconductor ETF (SMH) stake by 4.2% in Q1 2026, buying an estimated $45.6M and bringing the position to 2,824,700 shares worth $1.08B. The position accounts for 0.29% of the portfolio, ranked #66.

LPL Financial first reported a position in SMH in Q1 2014 and has held it in 49 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • LPL Financial held 2,824,700 shares of VanEck Semiconductor ETF worth $1.08B as of Q1 2026.
  • LPL Financial bought 114,825 VanEck Semiconductor ETF shares in Q1 2026, an estimated $45.6M.
  • VanEck Semiconductor ETF made up 0.29% of LPL Financial's portfolio in Q1 2026, its #66 holding.
  • LPL Financial first reported a position in VanEck Semiconductor ETF in Q1 2014 and has held it in 49 quarters since.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.