Strategic Blueprint’s VanEck Semiconductor ETF SMH Stock Holding History

Strategic Blueprint’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 Q1	$1.01M	Buy	2,632 +553	+27%	+$220K	0.06%	278
2025 Q4	$749K	Sell	2,079 -1,164	-36%	-$408K	0.04%	322
2025 Q3	$1.06M	Buy	3,243 +179	+6%	+$53K	0.05%	325
2025 Q2	$855K	Sell	3,064 -1,837	-37%	-$426K	0.04%	332
2025 Q1	$1.04M	Buy	4,901 +797	+19%	+$191K	0.06%	284
2024 Q4	$994K	Buy	4,104 +1,686	+70%	+$418K	0.06%	260
2024 Q3	$593K	Buy	2,418 +387	+19%	+$94.1K	0.04%	365
2024 Q2	$529K	Buy	2,031 +329	+19%	+$77.1K	0.04%	364
2024 Q1	$383K	Buy	1,702 +377	+28%	+$75.8K	0.03%	435
2023 Q4	$232K	Buy	+1,325	New	+$207K	0.02%	513
2021 Q3	–	Sell	-384	Closed	-$50K	–	1169
2021 Q2	$50K	Buy	+384	New	+$47.4K	0.01%	623

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Strategic Blueprint's SMH Position: Q1 2026 in Review

Strategic Blueprint increased its VanEck Semiconductor ETF (SMH) stake by 27% in Q1 2026, buying an estimated $220K and bringing the position to 2,632 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #278.

Strategic Blueprint first reported a position in SMH in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2025. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Strategic Blueprint held 2,632 shares of VanEck Semiconductor ETF worth $1.01M as of Q1 2026.
Strategic Blueprint bought 553 VanEck Semiconductor ETF shares in Q1 2026, an estimated $220K.
VanEck Semiconductor ETF made up 0.06% of Strategic Blueprint's portfolio in Q1 2026, its #278 holding.
Strategic Blueprint first reported a position in VanEck Semiconductor ETF in Q2 2021 and has held it in 11 quarters since.
Strategic Blueprint's VanEck Semiconductor ETF position peaked at $1.06M in Q3 2025.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.