TRUE Private Wealth Advisors’s Semtech SMTC Stock Holding History

TRUE Private Wealth Advisors’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,000	Closed	-$221K	–	285
2025 Q4	$221K	Sell	3,000 -1,000	-25%	-$71K	0.02%	248
2025 Q3	$286K	Buy	+4,000	New	+$217K	0.03%	218
2025 Q1	–	Sell	-4,000	Closed	-$247K	–	239
2024 Q4	$247K	Buy	+4,000	New	+$211K	0.03%	201
2022 Q3	–	Sell	-4,000	Closed	-$219K	–	238
2022 Q2	$219K	Hold	4,000	–	–	0.03%	208
2022 Q1	$260K	Hold	4,000	–	–	0.04%	200
2021 Q4	$355K	Hold	4,000	–	–	0.05%	185
2021 Q3	$311K	Hold	4,000	–	–	0.05%	183
2021 Q2	$275K	Hold	4,000	–	–	0.04%	185
2021 Q1	$276K	Hold	4,000	–	–	0.04%	188
2020 Q4	$288K	Hold	4,000	–	–	0.05%	166
2020 Q3	$211K	Hold	4,000	–	–	0.04%	178
2020 Q2	$208K	Hold	4,000	–	–	0.04%	173
2020 Q1	$150K	Hold	4,000	–	–	0.03%	160
2019 Q4	$211K	Buy	+4,000	New	+$200K	0.03%	211
2018 Q4	–	Sell	-4,000	Closed	-$222K	–	805
2018 Q3	$222K	Buy	+4,000	New	+$209K	0.03%	251

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TRUE Private Wealth Advisors's SMTC Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of Semtech (SMTC) in Q1 2026, closing a stake of 3,000 shares — an estimated $221K sold.

TRUE Private Wealth Advisors first reported a position in SMTC in Q3 2018 and held it in 15 quarters. The position peaked at $355K in Q4 2021. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

TRUE Private Wealth Advisors reported no remaining Semtech position as of Q1 2026 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,000 Semtech shares in Q1 2026, an estimated $221K.
TRUE Private Wealth Advisors first reported a position in Semtech in Q3 2018 and held it in 15 quarters.
TRUE Private Wealth Advisors's Semtech position peaked at $355K in Q4 2021.
437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.