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 Q3	$6.64M	Sell	10,903 -39	-0.4%	-$22.3K	2.07%	11
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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Sims Investment Management's SMH Position: Q3 2026 in Review

Sims Investment Management reduced its VanEck Semiconductor ETF (SMH) stake by 0.36% in Q3 2026, selling an estimated $22.3K and leaving 10,903 shares worth $6.64M. The position accounts for 2.07% of the portfolio, ranked #11.

Sims Investment Management first reported a position in SMH in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.18M in Q2 2026. 139 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Sims Investment Management held 10,903 shares of VanEck Semiconductor ETF worth $6.64M as of Q3 2026.
Sims Investment Management sold 39 VanEck Semiconductor ETF shares in Q3 2026, an estimated $22.3K.
VanEck Semiconductor ETF made up 2.07% of Sims Investment Management's portfolio in Q3 2026, its #11 holding.
Sims Investment Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
Sims Investment Management's VanEck Semiconductor ETF position peaked at $7.18M in Q2 2026.
139 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.