M3 Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

M3 Advisory Group’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	$429K	Buy	1,120 +18	+2%	+$7.15K	0.26%	69
2025 Q4	$397K	Buy	1,102 +65	+6%	+$22.8K	0.24%	76
2025 Q3	$338K	Buy	1,037 +48	+5%	+$14.2K	0.21%	84
2025 Q2	$276K	Sell	989 -15	-1%	-$3.48K	0.19%	98
2025 Q1	$212K	Buy	1,004 +18	+2%	+$4.31K	0.17%	128
2024 Q4	$239K	Buy	986 +47	+5%	+$11.7K	0.17%	123
2024 Q3	$231K	Buy	+939	New	+$228K	0.17%	127

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

LPL Financial San Diego, California $377B AUM 19.32% 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

M3 Advisory Group's SMH Position: Q1 2026 in Review

M3 Advisory Group increased its VanEck Semiconductor ETF (SMH) stake by 1.6% in Q1 2026, buying an estimated $7.15K and bringing the position to 1,120 shares worth $429K. The position accounts for 0.26% of the portfolio, ranked #69.

M3 Advisory Group first reported a position in SMH in Q3 2024 and has held it in 7 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

M3 Advisory Group held 1,120 shares of VanEck Semiconductor ETF worth $429K as of Q1 2026.
M3 Advisory Group bought 18 VanEck Semiconductor ETF shares in Q1 2026, an estimated $7.15K.
VanEck Semiconductor ETF made up 0.26% of M3 Advisory Group's portfolio in Q1 2026, its #69 holding.
M3 Advisory Group first reported a position in VanEck Semiconductor ETF in Q3 2024 and has held it in 7 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.