Welch Group’s VanEck Semiconductor ETF SMH Stock Holding History

Welch Group’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	$1.79M	Buy	2,722 +3	+0.1%	+$1.64K	0.06%	88
2026 Q1	$1.04M	Sell	2,719 -16	-0.6%	-$6.35K	0.04%	115
2025 Q4	$985K	Sell	2,735 -138	-5%	-$48.4K	0.04%	120
2025 Q3	$938K	Buy	2,873 +39	+1%	+$11.5K	0.04%	120
2025 Q2	$790K	Buy	2,834 +501	+21%	+$116K	0.03%	119
2025 Q1	$495K	Hold	2,333	–	–	0.02%	142
2024 Q4	$571K	Hold	2,333	–	–	0.03%	139
2024 Q3	$573K	Hold	2,333	–	–	0.02%	130
2024 Q2	$608K	Hold	2,333	–	–	0.03%	127
2024 Q1	$525K	Hold	2,333	–	–	0.03%	121
2023 Q4	$408K	Hold	2,333	–	–	0.02%	140
2023 Q3	$338K	Hold	2,333	–	–	0.02%	145
2023 Q2	$355K	Buy	+2,333	New	+$315K	0.02%	145

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Group's SMH Position: Q2 2026 in Review

Welch Group increased its VanEck Semiconductor ETF (SMH) stake by 0.11% in Q2 2026, buying an estimated $1.64K and bringing the position to 2,722 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #88.

Welch Group first reported a position in SMH in Q2 2023 and has held it in 13 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Welch Group held 2,722 shares of VanEck Semiconductor ETF worth $1.79M as of Q2 2026.
Welch Group bought 3 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.64K.
VanEck Semiconductor ETF made up 0.06% of Welch Group's portfolio in Q2 2026, its #88 holding.
Welch Group first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 13 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.