Asset Planning Inc
SMCI icon

Asset Planning Inc’s Super Micro Computer SMCI Stock Holding History

Asset Planning Inc’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
Q3 		$12.3K Hold
300
– – 0.01% 239
2026
Q2 		$8.8K Hold
300
– – 0.01% 259
2026
Q1 		$6.83K Hold
300
– – ﹤0.01% 250
2025
Q4 		$8.78K Hold
300
– – 0.01% 235
2025
Q3 		$14.4K Hold
300
– – 0.01% 223
2025
Q2 		$14.7K Hold
300
– – 0.01% 218
2025
Q1 		$10.3K Hold
300
– – 0.01% 240
2024
Q4 		$9.14K Buy
+300
New +$10.9K 0.01% 248

Other funds holding SMCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Asset Planning Inc's SMCI Position: Q3 2026 in Review

Asset Planning Inc held its Super Micro Computer (SMCI) position steady in Q3 2026 at 300 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #239.

Asset Planning Inc first reported a position in SMCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.7K in Q2 2025. 711 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

  • Asset Planning Inc held 300 shares of Super Micro Computer worth $12.3K as of Q3 2026.
  • Asset Planning Inc left its Super Micro Computer share count unchanged in Q3 2026.
  • Super Micro Computer made up 0.01% of Asset Planning Inc's portfolio in Q3 2026, its #239 holding.
  • Asset Planning Inc first reported a position in Super Micro Computer in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Super Micro Computer position peaked at $14.7K in Q2 2025.
  • 711 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.