Stifel Financial’s Semtech SMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Buy |
16,156
+5,813
| +56% | +$478K | ﹤0.01% | 2297 |
|
|
2025
Q4 | $762K | Buy |
10,343
+6,822
| +194% | +$484K | ﹤0.01% | 2608 |
|
|
2025
Q3 | $252K | Buy |
+3,521
| New | +$191K | ﹤0.01% | 3224 |
|
|
2025
Q2 | – | Sell |
-8,342
| Closed | -$287K | – | 3572 |
|
|
2025
Q1 | $287K | Buy |
8,342
+3,376
| +68% | +$167K | ﹤0.01% | 2995 |
|
|
2024
Q4 | $307K | Sell |
4,966
-217
| -4% | -$11.5K | ﹤0.01% | 2945 |
|
|
2024
Q3 | $237K | Buy |
+5,183
| New | +$191K | ﹤0.01% | 3072 |
|
|
2022
Q3 | – | Sell |
-19,235
| Closed | -$1.06M | – | 3377 |
|
|
2022
Q2 | $1.06M | Buy |
19,235
+3,434
| +22% | +$207K | ﹤0.01% | 1954 |
|
|
2022
Q1 | $1.1M | Buy |
15,801
+3,115
| +25% | +$224K | ﹤0.01% | 2049 |
|
|
2021
Q4 | $1.13M | Sell |
12,686
-48
| -0.4% | -$4.09K | ﹤0.01% | 2039 |
|
|
2021
Q3 | $993K | Sell |
12,734
-67,802
| -84% | -$4.64M | ﹤0.01% | 2112 |
|
|
2021
Q2 | $5.54M | Buy |
80,536
+4,533
| +6% | +$300K | 0.01% | 968 |
|
|
2021
Q1 | $5.24M | Buy |
76,003
+2,185
| +3% | +$160K | 0.01% | 931 |
|
|
2020
Q4 | $5.32M | Buy |
73,818
+7,461
| +11% | +$477K | 0.01% | 857 |
|
|
2020
Q3 | $3.51M | Buy |
66,357
+48,345
| +268% | +$2.72M | 0.01% | 932 |
|
|
2020
Q2 | $940K | Sell |
18,012
-2,712
| -13% | -$127K | ﹤0.01% | 1601 |
|
|
2020
Q1 | $773K | Buy |
20,724
+941
| +5% | +$42.6K | ﹤0.01% | 1591 |
|
|
2019
Q4 | $1.04M | Sell |
19,783
-2,197
| -10% | -$110K | ﹤0.01% | 1801 |
|
|
2019
Q3 | $1.07M | Buy |
21,980
+1,902
| +9% | +$90.3K | ﹤0.01% | 1705 |
|
|
2019
Q2 | $966K | Sell |
20,078
-1,448
| -7% | -$70.3K | ﹤0.01% | 1824 |
|
|
2019
Q1 | $1.1M | Buy |
21,526
+10,448
| +94% | +$540K | ﹤0.01% | 1592 |
|
|
2018
Q4 | $508K | Sell |
11,078
-3,214
| -22% | -$153K | ﹤0.01% | 1930 |
|
|
2018
Q3 | $795K | Buy |
14,292
+2,928
| +26% | +$153K | ﹤0.01% | 1827 |
|
|
2018
Q2 | $534K | Sell |
11,364
-3,512
| -24% | -$157K | ﹤0.01% | 1999 |
|
|
2018
Q1 | $580K | Sell |
14,876
-1,915
| -11% | -$69K | ﹤0.01% | 1884 |
|
|
2017
Q4 | $573K | Buy |
16,791
+11,235
| +202% | +$421K | ﹤0.01% | 1839 |
|
|
2017
Q3 | $209K | Buy |
+5,556
| New | +$207K | ﹤0.01% | 2350 |
|
|
2015
Q1 | – | Sell |
-63,737
| Closed | -$1.76M | – | 2389 |
|
|
2014
Q4 | $1.76M | Buy |
63,737
+8,445
| +15% | +$216K | 0.01% | 975 |
|
|
2014
Q3 | $1.5M | Buy |
55,292
+4,419
| +9% | +$111K | 0.01% | 884 |
|
|
2014
Q2 | $1.33M | Buy |
50,873
+3,823
| +8% | +$96.1K | 0.01% | 965 |
|
|
2014
Q1 | $1.19M | Buy |
+47,050
| New | +$1.15M | 0.01% | 977 |
|
Other funds holding SMTC
VPM
VCM
HRCM
Stifel Financial's SMTC Position: Q1 2026 in Review
Stifel Financial increased its Semtech (SMTC) stake by 56% in Q1 2026, buying an estimated $478K and bringing the position to 16,156 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.
Stifel Financial first reported a position in SMTC in Q1 2014 and has held it in 30 quarters since. The position peaked at $5.54M in Q2 2021. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.
- Stifel Financial held 16,156 shares of Semtech worth $1.24M as of Q1 2026.
- Stifel Financial bought 5,813 Semtech shares in Q1 2026, an estimated $478K.
- Semtech made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2297 holding.
- Stifel Financial first reported a position in Semtech in Q1 2014 and has held it in 30 quarters since.
- Stifel Financial's Semtech position peaked at $5.54M in Q2 2021.
- 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.