Salomon & Ludwin’s Semtech SMTC Stock Holding History

Salomon & Ludwin’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	–	Sell	-948	Closed	-$78.4K	–	2165
2026 Q1	$78.4K	Buy	948 +298	+46%	+$24.5K	0.01%	318
2025 Q4	$48.3K	Buy	650 +77	+13%	+$5.46K	﹤0.01%	423
2025 Q3	$41.3K	Buy	+573	New	+$31.1K	﹤0.01%	436

Other funds holding SMTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Salomon & Ludwin's SMTC Position: Q2 2026 in Review

Salomon & Ludwin sold out of Semtech (SMTC) in Q2 2026, closing a stake of 948 shares — an estimated $78.4K sold.

Salomon & Ludwin first reported a position in SMTC in Q3 2025 and held it in 3 quarters. The position peaked at $78.4K in Q1 2026. 574 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

Salomon & Ludwin reported no remaining Semtech position as of Q2 2026 after selling out during the quarter.
Salomon & Ludwin sold 948 Semtech shares in Q2 2026, an estimated $78.4K.
Salomon & Ludwin first reported a position in Semtech in Q3 2025 and held it in 3 quarters.
Salomon & Ludwin's Semtech position peaked at $78.4K in Q1 2026.
574 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.