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
2024 Q1	–	Sell	-241,500	Closed	-$42.2M	–	5015
2023 Q4	$42.2M	Sell	241,500 -9,600	-4%	-$1.5M	0.03%	559
2023 Q3	$36.4M	Sell	251,100 -12,300	-5%	-$1.86M	0.03%	564
2023 Q2	$40.1M	Buy	+263,400	New	+$35.6M	0.03%	510

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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.