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 Q2	$136K	Buy	207 +77	+59%	+$42K	0.06%	48
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Peterson Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 59% in Q2 2026, buying an estimated $42K and bringing the position to 207 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #48.

Peterson Wealth Management first reported a position in SMH in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.06M in Q4 2024. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Peterson Wealth Management held 207 shares of VanEck Semiconductor ETF worth $136K as of Q2 2026.
Peterson Wealth Management bought 77 VanEck Semiconductor ETF shares in Q2 2026, an estimated $42K.
VanEck Semiconductor ETF made up 0.06% of Peterson Wealth Management's portfolio in Q2 2026, its #48 holding.
Peterson Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 13 quarters since.
Peterson Wealth Management's VanEck Semiconductor ETF position peaked at $4.06M in Q4 2024.
1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.