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Ball & Co Wealth Management’s Super Micro Computer SMCI Stock Holding History

Ball & Co Wealth Management’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
Q1 		$1K Hold
50
– – ﹤0.01% 72
2025
Q4 		$1K Hold
50
– – ﹤0.01% 70
2025
Q3 		$2K Buy
+50
New +$2.39K ﹤0.01% 76

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Ball & Co Wealth Management's SMCI Position: Q1 2026 in Review

Ball & Co Wealth Management held its Super Micro Computer (SMCI) position steady in Q1 2026 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #72.

Ball & Co Wealth Management first reported a position in SMCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2K in Q3 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Ball & Co Wealth Management held 50 shares of Super Micro Computer worth $1K as of Q1 2026.
  • Ball & Co Wealth Management left its Super Micro Computer share count unchanged in Q1 2026.
  • Super Micro Computer made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Ball & Co Wealth Management first reported a position in Super Micro Computer in Q3 2025 and has held it in 3 quarters since.
  • Ball & Co Wealth Management's Super Micro Computer position peaked at $2K in Q3 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.