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MWM
Meridian Wealth Management’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Meridian Wealth Management’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
$4.84M
Buy
12,620
+653
+5%
+$259K
0.17%
119
2025
Q4
$4.31M
Buy
11,967
+3,679
+44%
+$1.29M
0.15%
121
2025
Q3
$2.7M
Buy
8,288
+2,645
+47%
+$783K
0.1%
175
2025
Q2
$1.57M
Sell
5,643
-62,096
-92%
-$14.4M
0.07%
233
2025
Q1
$14.3M
Sell
67,739
-1,247
-2%
-$299K
0.69%
23
2024
Q4
$16.7M
Sell
68,986
-19
-0%
-$4.71K
0.79%
20
2024
Q3
$16.9M
Buy
69,005
+5,392
+8%
+$1.31M
0.83%
17
2024
Q2
$16.6M
Buy
+63,613
New
+$14.9M
1.98%
6
2024
Q1
–
Sell
-25,618
Closed
-$4.48M
–
473
2023
Q4
$4.48M
Buy
25,618
+1,994
+8%
+$312K
0.29%
77
2023
Q3
$3.43M
Buy
+23,624
New
+$3.58M
0.21%
98
2023
Q1
–
Sell
-5,114
Closed
-$519K
–
562
2022
Q4
$519K
Sell
5,114
-2,036
-28%
-$207K
0.05%
299
2022
Q3
$662K
Buy
7,150
+650
+10%
+$70.9K
0.07%
239
2022
Q2
$662K
Buy
6,500
+236
+4%
+$27.4K
0.05%
294
2022
Q1
$845K
Buy
6,264
+396
+7%
+$54.2K
0.09%
175
2021
Q4
$906K
Sell
5,868
-8,816
-60%
-$1.27M
0.1%
165
2021
Q3
$1.88M
Buy
+14,684
New
+$1.93M
0.23%
88
2019
Q3
–
Sell
-490
Closed
-$270
–
439
2019
Q2
$270
Buy
+490
New
+$26.7K
0.01%
480
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
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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