Axa
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Axa’s Super Micro Computer SMCI Stock Holding History

Axa’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
-8,716
Closed -$427K – 874
2025
Q2 		$427K Sell
8,716
-25,246
-74% -$973K ﹤0.01% 1002
2025
Q1 		$1.16M Buy
+33,962
New +$1.29M ﹤0.01% 825
2024
Q4 		– Sell
-81,010
Closed -$337K – 1145
2024
Q3 		$337K Buy
81,010
+15,490
+24% +$943K ﹤0.01% 998
2024
Q2 		$5.37M Buy
65,520
+43,660
+200% +$3.73M 0.02% 520
2024
Q1 		$2.21M Sell
21,860
-241,600
-92% -$17.7M 0.01% 741
2023
Q4 		$7.49M Buy
263,460
+132,770
+102% +$3.68M 0.02% 459
2023
Q3 		$3.58M Buy
+130,690
New +$3.64M 0.01% 601
2023
Q1 		– Sell
-45,000
Closed -$369K – 1179
2022
Q4 		$369K Buy
+45,000
New +$343K ﹤0.01% 1026
2021
Q3 		– Sell
-147,000
Closed -$517K – 1314
2021
Q2 		$517K Sell
147,000
-196,000
-57% -$721K ﹤0.01% 1100
2021
Q1 		$1.34M Hold
343,000
– – ﹤0.01% 920
2020
Q4 		$1.09M Sell
343,000
-238,000
-41% -$671K ﹤0.01% 961
2020
Q3 		$1.53M Hold
581,000
– – 0.01% 862
2020
Q2 		$1.65M Buy
581,000
+179,000
+45% +$451K 0.01% 858
2020
Q1 		$855K Buy
+402,000
New +$1.02M ﹤0.01% 878
2015
Q2 		– Sell
-340,190
Closed -$1.13M – 1456
2015
Q1 		$1.13M Buy
+340,190
New +$1.25M ﹤0.01% 920

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axa's SMCI Position: Q3 2025 in Review

Axa sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 8,716 shares — an estimated $427K sold.

Axa first reported a position in SMCI in Q1 2015 and held it in 15 quarters. The position peaked at $7.49M in Q4 2023. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Axa reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Axa sold 8,716 Super Micro Computer shares in Q3 2025, an estimated $427K.
  • Axa first reported a position in Super Micro Computer in Q1 2015 and held it in 15 quarters.
  • Axa's Super Micro Computer position peaked at $7.49M in Q4 2023.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.