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Welch & Forbes’s VanEck Semiconductor ETF SMH Stock Holding History

Welch & Forbes’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 		$787K Hold
1,200
– – 0.01% 250
2026
Q1 		$460K Buy
1,200
+7
+0.6% +$2.78K 0.01% 281
2025
Q4 		$430K Hold
1,193
– – 0.01% 289
2025
Q3 		$389K Buy
1,193
+75
+7% +$22.2K ﹤0.01% 305
2025
Q2 		$312K Hold
1,118
– – ﹤0.01% 320
2025
Q1 		$236K Hold
1,118
– – ﹤0.01% 343
2024
Q4 		$271K Hold
1,118
– – ﹤0.01% 338
2024
Q3 		$274K Hold
1,118
– – ﹤0.01% 342
2024
Q2 		$307K Hold
1,118
– – ﹤0.01% 324
2024
Q1 		$252K Buy
+1,118
New +$225K ﹤0.01% 359

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Welch & Forbes's SMH Position: Q2 2026 in Review

Welch & Forbes held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 1,200 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #250.

Welch & Forbes first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Welch & Forbes held 1,200 shares of VanEck Semiconductor ETF worth $787K as of Q2 2026.
  • Welch & Forbes left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
  • VanEck Semiconductor ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #250 holding.
  • Welch & Forbes first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.