AWM
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AE Wealth Management’s Super Micro Computer SMCI Stock Holding History

AE Wealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$456K Buy
20,015
+3,367
+20% +$101K ﹤0.01% 1156
2025
Q4 		$487K Buy
16,648
+2,157
+15% +$88.8K ﹤0.01% 1064
2025
Q3 		$695K Buy
14,491
+6,542
+82% +$312K ﹤0.01% 854
2025
Q2 		$390K Sell
7,949
-734
-8% -$28.3K ﹤0.01% 1015
2025
Q1 		$297K Buy
+8,683
New +$329K ﹤0.01% 1087
2024
Q3 		– Sell
-9,800
Closed -$803K – 1319
2024
Q2 		$803K Buy
9,800
+3,180
+48% +$272K 0.01% 762
2024
Q1 		$669K Sell
6,620
-154,770
-96% -$11.3M 0.01% 753
2023
Q4 		$7.65M Buy
161,390
+46,760
+41% +$1.3M 0.04% 466
2023
Q3 		$3.14M Buy
114,630
+50,140
+78% +$1.4M 0.02% 690
2023
Q2 		$1.61M Buy
64,490
+13,350
+26% +$224K 0.01% 908
2023
Q1 		$545K Buy
51,140
+4,850
+10% +$43.8K ﹤0.01% 1312
2022
Q4 		$380K Buy
+46,290
New +$352K ﹤0.01% 1405

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

AE Wealth Management's SMCI Position: Q1 2026 in Review

AE Wealth Management increased its Super Micro Computer (SMCI) stake by 20% in Q1 2026, buying an estimated $101K and bringing the position to 20,015 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

AE Wealth Management first reported a position in SMCI in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.65M in Q4 2023. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • AE Wealth Management held 20,015 shares of Super Micro Computer worth $456K as of Q1 2026.
  • AE Wealth Management bought 3,367 Super Micro Computer shares in Q1 2026, an estimated $101K.
  • Super Micro Computer made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1156 holding.
  • AE Wealth Management first reported a position in Super Micro Computer in Q4 2022 and has held it in 12 quarters since.
  • AE Wealth Management's Super Micro Computer position peaked at $7.65M in Q4 2023.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.