West Tower Group’s Semtech SMTC Stock Holding History

West Tower Group’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 Q3	$232K	Sell	1,300 -200	-13%	-$28.3K	0.86%	26
2026 Q2	$243K	Buy	+1,500	New	+$196K	0.68%	38
2024 Q4	–	Sell	-1,800	Closed	-$82.2K	–	129
2024 Q3	$82.2K	Sell	1,800 -4,200	-70%	-$155K	0.18%	106
2024 Q2	$179K	Buy	6,000 +5,000	+500%	+$175K	0.48%	52
2024 Q1	$27.5K	Buy	+1,000	New	+$21.4K	0.08%	91

Other funds holding SMTC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

West Tower Group's SMTC Position: Q3 2026 in Review

West Tower Group reduced its Semtech (SMTC) stake by 13% in Q3 2026, selling an estimated $28.3K and leaving 1,300 shares worth $232K. The position accounts for 0.86% of the portfolio, ranked #26.

West Tower Group first reported a position in SMTC in Q1 2024 and has held it in 5 quarters since. The position peaked at $243K in Q2 2026. 57 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

West Tower Group held 1,300 shares of Semtech worth $232K as of Q3 2026.
West Tower Group sold 200 Semtech shares in Q3 2026, an estimated $28.3K.
Semtech made up 0.86% of West Tower Group's portfolio in Q3 2026, its #26 holding.
West Tower Group first reported a position in Semtech in Q1 2024 and has held it in 5 quarters since.
West Tower Group's Semtech position peaked at $243K in Q2 2026.
57 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on West Tower Group's 13F filing for Q3 2026, filed 14 Oct 2026.