MWM
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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
Q2 		$8.12M Sell
12,376
-244
-2% -$133K 0.25% 83
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 -$27K – 439
2019
Q2 		$27K Buy
+490
New +$26.7K 0.01% 480

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Meridian Wealth Management's SMH Position: Q2 2026 in Review

Meridian Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 1.9% in Q2 2026, selling an estimated $133K and leaving 12,376 shares worth $8.12M. The position accounts for 0.25% of the portfolio, ranked #83.

Meridian Wealth Management first reported a position in SMH in Q2 2019 and has held it in 18 quarters since. The position peaked at $16.9M in Q3 2024. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Meridian Wealth Management held 12,376 shares of VanEck Semiconductor ETF worth $8.12M as of Q2 2026.
  • Meridian Wealth Management sold 244 VanEck Semiconductor ETF shares in Q2 2026, an estimated $133K.
  • VanEck Semiconductor ETF made up 0.25% of Meridian Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Meridian Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2019 and has held it in 18 quarters since.
  • Meridian Wealth Management's VanEck Semiconductor ETF position peaked at $16.9M in Q3 2024.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.