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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Annex Advisory Services's SMCI Position: Q3 2025 in Review

Annex Advisory Services sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 250,233 shares — an estimated $12.3M sold.

Annex Advisory Services first reported a position in SMCI in Q3 2023 and held it in 7 quarters. The position peaked at $12.3M in Q2 2025. 851 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Annex Advisory Services reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 250,233 Super Micro Computer shares in Q3 2025, an estimated $12.3M.
  • Annex Advisory Services first reported a position in Super Micro Computer in Q3 2023 and held it in 7 quarters.
  • Annex Advisory Services's Super Micro Computer position peaked at $12.3M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.