WTG
SMTC icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Tower Group's SMTC Position: Q2 2026 in Review

West Tower Group opened a new position in Semtech (SMTC) in Q2 2026: 1,500 shares worth $243K. The stake represents 0.68% of the portfolio and ranks #38 among its holdings. This is a return to the name: West Tower Group previously reported a position in SMTC as recently as Q3 2024.

West Tower Group first reported a position in SMTC in Q1 2024 and has held it in 4 quarters since. 577 funds tracked by Wall St. Rank hold SMTC as of Q2 2026.

  • West Tower Group held 1,500 shares of Semtech worth $243K as of Q2 2026.
  • Semtech was a new West Tower Group position in Q2 2026.
  • Semtech made up 0.68% of West Tower Group's portfolio in Q2 2026, its #38 holding.
  • West Tower Group first reported a position in Semtech in Q1 2024 and has held it in 4 quarters since.
  • 577 funds tracked by Wall St. Rank held Semtech as of Q2 2026.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.