AAS
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Annex Advisory Services’s Super Micro Computer SMCI Stock Holding History

Annex Advisory Services’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
2025
Q3 		– Sell
-250,233
Closed -$12.3M – 342
2025
Q2 		$12.3M Buy
250,233
+160
+0.1% +$6.17K 0.3% 64
2025
Q1 		$8.56M Buy
250,073
+30,000
+14% +$1.14M 0.24% 69
2024
Q4 		$6.71M Buy
+220,073
New +$8M 0.2% 80
2024
Q3 		– Sell
-75,100
Closed -$6.15M – 305
2024
Q2 		$6.15M Buy
75,100
+19,960
+36% +$1.71M 0.22% 75
2024
Q1 		$5.57M Buy
55,140
+35,140
+176% +$2.57M 0.2% 77
2023
Q4 		$569K Hold
20,000
– – 0.02% 160
2023
Q3 		$548K Buy
+20,000
New +$558K 0.03% 142

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return