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Pinnacle Wealth Planning Services’s Semtech SMTC Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$551K Sell
3,405
-2,136
-39% -$279K 0.05% 206
2026
Q1 		$426K Sell
5,541
-87
-2% -$7.16K 0.04% 247
2025
Q4 		$415K Sell
5,628
-1,011
-15% -$71.7K 0.04% 245
2025
Q3 		$474K Sell
6,639
-38
-0.6% -$2.06K 0.06% 224
2025
Q2 		$301K Buy
+6,677
New +$238K 0.04% 298
2021
Q1 		– Sell
-1,037
Closed -$75K – 1692
2020
Q4 		$75K Buy
+1,037
New +$66.2K 0.02% 604

Other funds holding SMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMTC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Semtech (SMTC) stake by 39% in Q2 2026, selling an estimated $279K and leaving 3,405 shares worth $551K. The position accounts for 0.05% of the portfolio, ranked #206.

Pinnacle Wealth Planning Services first reported a position in SMTC in Q4 2020 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,405 shares of Semtech worth $551K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,136 Semtech shares in Q2 2026, an estimated $279K.
  • Semtech made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #206 holding.
  • Pinnacle Wealth Planning Services first reported a position in Semtech in Q4 2020 and has held it in 6 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.