Mackenzie Financial
SMTC icon

Mackenzie Financial’s Semtech SMTC Stock Holding History

Mackenzie Financial’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$686K Buy
8,927
+3,399
+61% +$280K ﹤0.01% 1162
2025
Q4 		$415K Sell
5,528
-13
-0.2% -$922 ﹤0.01% 1276
2025
Q3 		$396K Buy
5,541
+854
+18% +$46.4K ﹤0.01% 1316
2025
Q2 		$212K Sell
4,687
-8,398
-64% -$299K ﹤0.01% 1535
2025
Q1 		$450K Sell
13,085
-26,739
-67% -$1.32M ﹤0.01% 1227
2024
Q4 		$2.46M Buy
39,824
+12,211
+44% +$645K ﹤0.01% 721
2024
Q3 		$1.26M Buy
27,613
+13,004
+89% +$478K ﹤0.01% 822
2024
Q2 		$437K Buy
+14,609
New +$511K ﹤0.01% 1051
2023
Q3 		– Sell
-27,739
Closed -$726K – 1584
2023
Q2 		$726K Buy
+27,739
New +$599K ﹤0.01% 930
2023
Q1 		– Sell
-15,287
Closed -$439K – 1604
2022
Q4 		$439K Buy
15,287
+886
+6% +$25.1K ﹤0.01% 970
2022
Q3 		$424K Buy
14,401
+9,210
+177% +$432K ﹤0.01% 981
2022
Q2 		$285K Buy
5,191
+637
+14% +$38.4K ﹤0.01% 1112
2022
Q1 		$316K Buy
4,554
+513
+13% +$36.8K ﹤0.01% 1095
2021
Q4 		$359K Sell
4,041
-524
-11% -$44.6K ﹤0.01% 1081
2021
Q3 		$356K Buy
4,565
+1,618
+55% +$111K ﹤0.01% 1073
2021
Q2 		$203K Buy
+2,947
New +$195K ﹤0.01% 1173
2013
Q3 		– Sell
-30,100
Closed -$1.05M – 661
2013
Q2 		$1.05M Buy
+30,100
New +$1.03M 0.01% 482

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial's SMTC Position: Q1 2026 in Review

Mackenzie Financial increased its Semtech (SMTC) stake by 61% in Q1 2026, buying an estimated $280K and bringing the position to 8,927 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Mackenzie Financial first reported a position in SMTC in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.46M in Q4 2024. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • Mackenzie Financial held 8,927 shares of Semtech worth $686K as of Q1 2026.
  • Mackenzie Financial bought 3,399 Semtech shares in Q1 2026, an estimated $280K.
  • Semtech made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1162 holding.
  • Mackenzie Financial first reported a position in Semtech in Q2 2013 and has held it in 17 quarters since.
  • Mackenzie Financial's Semtech position peaked at $2.46M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

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