Peterson Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Peterson 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	$49.8K	Buy	+130	New	+$51.6K	0.03%	71
2025 Q2	–	Sell	-17,489	Closed	-$3.7M	–	55
2025 Q1	$3.7M	Buy	17,489 +731	+4%	+$175K	2.49%	14
2024 Q4	$4.06M	Buy	16,758 +1,397	+9%	+$347K	2.42%	16
2024 Q3	$3.77M	Buy	15,361 +1,005	+7%	+$244K	2.41%	14
2024 Q2	$3.74M	Sell	14,356 -1,738	-11%	-$408K	2.31%	18
2024 Q1	$3.62M	Buy	16,094 +1,253	+8%	+$252K	2.62%	12
2023 Q4	$2.6M	Sell	14,841 -274	-2%	-$42.9K	2.34%	13
2023 Q3	$2.19M	Buy	15,115 +6,472	+75%	+$980K	1.8%	16
2023 Q2	$1.32M	Buy	8,643 +6,279	+266%	+$848K	1.04%	26
2023 Q1	$311K	Sell	2,364 -104	-4%	-$12.5K	0.3%	51
2022 Q4	$250K	Sell	2,468 -70	-3%	-$7.12K	0.26%	51
2022 Q3	$235K	Buy	+2,538	New	+$277K	0.22%	54

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

Peterson Wealth Management's SMH Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 130 shares worth $49.8K. The stake represents 0.03% of the portfolio and ranks #71 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in SMH as recently as Q1 2025.

Peterson Wealth Management first reported a position in SMH in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.06M in Q4 2024. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Peterson Wealth Management held 130 shares of VanEck Semiconductor ETF worth $49.8K as of Q1 2026.
VanEck Semiconductor ETF was a new Peterson Wealth Management position in Q1 2026.
VanEck Semiconductor ETF made up 0.03% of Peterson Wealth Management's portfolio in Q1 2026, its #71 holding.
Peterson Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 12 quarters since.
Peterson Wealth Management's VanEck Semiconductor ETF position peaked at $4.06M in Q4 2024.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.