Sims Investment Management’s VanEck Semiconductor ETF SMH Stock Holding History

Sims Investment 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	$7.18M	Sell	10,942 -364	-3%	-$199K	2.22%	10
2026 Q1	$4.33M	Sell	11,306 -684	-6%	-$272K	1.59%	12
2025 Q4	$4.32M	Sell	11,990 -91	-0.8%	-$31.9K	1.53%	11
2025 Q3	$3.94M	Buy	12,081 +12	+0.1%	+$3.55K	1.43%	12
2025 Q2	$3.37M	Buy	12,069 +2,709	+29%	+$628K	1.35%	12
2025 Q1	$1.98M	Buy	9,360 +1,737	+23%	+$416K	0.88%	14
2024 Q4	$1.85M	Buy	+7,623	New	+$1.89M	1.04%	14

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

Sims Investment Management's SMH Position: Q2 2026 in Review

Sims Investment Management reduced its VanEck Semiconductor ETF (SMH) stake by 3.2% in Q2 2026, selling an estimated $199K and leaving 10,942 shares worth $7.18M. The position accounts for 2.22% of the portfolio, ranked #10.

Sims Investment Management first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Sims Investment Management held 10,942 shares of VanEck Semiconductor ETF worth $7.18M as of Q2 2026.
Sims Investment Management sold 364 VanEck Semiconductor ETF shares in Q2 2026, an estimated $199K.
VanEck Semiconductor ETF made up 2.22% of Sims Investment Management's portfolio in Q2 2026, its #10 holding.
Sims Investment Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.