Schwartz Investment Counsel’s Silicon Motion SIMO Stock Holding History

Schwartz Investment Counsel’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90M	Sell	270,000 -30,000	-10%	-$6.95M	2.99%	8
2026 Q1	$33.7M	Buy	300,000 +80,000	+36%	+$9.71M	1.2%	37
2025 Q4	$20.4M	Hold	220,000	–	–	0.71%	49
2025 Q3	$20.9M	Hold	220,000	–	–	0.7%	51
2025 Q2	$16.5M	Buy	220,000 +30,000	+16%	+$1.7M	0.54%	58
2025 Q1	$9.61M	Hold	190,000	–	–	0.33%	69
2024 Q4	$10.3M	Hold	190,000	–	–	0.37%	68
2024 Q3	$11.5M	Buy	190,000 +40,000	+27%	+$2.64M	0.41%	67
2024 Q2	$12.1M	Hold	150,000	–	–	0.45%	65
2024 Q1	$11.5M	Buy	+150,000	New	+$10.2M	0.42%	64

Other funds holding SIMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Schwartz Investment Counsel's SIMO Position: Q2 2026 in Review

Schwartz Investment Counsel reduced its Silicon Motion (SIMO) stake by 10% in Q2 2026, selling an estimated $6.95M and leaving 270,000 shares worth $90M. The position accounts for 2.99% of the portfolio, ranked #8.

Schwartz Investment Counsel first reported a position in SIMO in Q1 2024 and has held it in 10 quarters since. 385 funds tracked by Wall St. Rank hold SIMO as of Q2 2026.

Schwartz Investment Counsel held 270,000 shares of Silicon Motion worth $90M as of Q2 2026.
Schwartz Investment Counsel sold 30,000 Silicon Motion shares in Q2 2026, an estimated $6.95M.
Silicon Motion made up 2.99% of Schwartz Investment Counsel's portfolio in Q2 2026, its #8 holding.
Schwartz Investment Counsel first reported a position in Silicon Motion in Q1 2024 and has held it in 10 quarters since.
385 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.