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Armstrong Advisory Group’s Super Micro Computer SMCI Stock Holding History

Armstrong Advisory Group’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
Q2 		$66.7K Buy
2,273
+1,733
+321% +$55.2K ﹤0.01% 389
2026
Q1 		$12.3K Buy
540
+54
+11% +$1.62K ﹤0.01% 649
2025
Q4 		$14.2K Sell
486
-116
-19% -$4.78K ﹤0.01% 618
2025
Q3 		$28.9K Buy
+602
New +$28.7K ﹤0.01% 496
2025
Q2 		– Sell
-1,825
Closed -$55.6K – 974
2025
Q1 		$55.6K Hold
1,825
– – ﹤0.01% 359
2024
Q4 		$55.6K Buy
+1,825
New +$66.3K ﹤0.01% 359
2024
Q3 		– Sell
-460
Closed -$37.7K – 834
2024
Q2 		$37.7K Buy
460
+280
+156% +$23.9K ﹤0.01% 389
2024
Q1 		$5.12K Hold
180
– – ﹤0.01% 641
2023
Q4 		$5.12K Hold
180
– – ﹤0.01% 641
2023
Q3 		$4.94K Hold
180
– – ﹤0.01% 686
2023
Q2 		$4.49K Buy
+180
New +$3.02K ﹤0.01% 676

Other funds holding SMCI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Armstrong Advisory Group's SMCI Position: Q2 2026 in Review

Armstrong Advisory Group increased its Super Micro Computer (SMCI) stake by 321% in Q2 2026, buying an estimated $55.2K and bringing the position to 2,273 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Armstrong Advisory Group first reported a position in SMCI in Q2 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Armstrong Advisory Group held 2,273 shares of Super Micro Computer worth $66.7K as of Q2 2026.
  • Armstrong Advisory Group bought 1,733 Super Micro Computer shares in Q2 2026, an estimated $55.2K.
  • Super Micro Computer made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #389 holding.
  • Armstrong Advisory Group first reported a position in Super Micro Computer in Q2 2023 and has held it in 11 quarters since.
  • 119 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.