Bank of America’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $88.7M | Buy |
3,893,969
+960,533
| +33% | +$28.8M | 0.01% | 1196 |
|
|
2025
Q4 | $85.9M | Buy |
2,933,436
+1,764,214
| +151% | +$72.6M | 0.01% | 1197 |
|
|
2025
Q3 | $56.1M | Sell |
1,169,222
-817,007
| -41% | -$39M | ﹤0.01% | 1649 |
|
|
2025
Q2 | $97.3M | Sell |
1,986,229
-1,134,270
| -36% | -$43.7M | 0.01% | 1165 |
|
|
2025
Q1 | $107M | Sell |
3,120,499
-178,007
| -5% | -$6.75M | 0.01% | 1041 |
|
|
2024
Q4 | $101M | Sell |
3,298,506
-188,344
| -5% | -$6.85M | 0.01% | 1017 |
|
|
2024
Q3 | $145M | Buy |
3,486,850
+457,830
| +15% | +$27.9M | 0.01% | 894 |
|
|
2024
Q2 | $248M | Buy |
3,029,020
+1,867,580
| +161% | +$160M | 0.02% | 595 |
|
|
2024
Q1 | $117M | Buy |
1,161,440
+455,190
| +64% | +$33.4M | 0.01% | 941 |
|
|
2023
Q4 | $20.1M | Buy |
706,250
+288,300
| +69% | +$7.99M | ﹤0.01% | 2148 |
|
|
2023
Q3 | $11.5M | Buy |
417,950
+83,070
| +25% | +$2.32M | ﹤0.01% | 2598 |
|
|
2023
Q2 | $8.35M | Sell |
334,880
-406,720
| -55% | -$6.81M | ﹤0.01% | 2886 |
|
|
2023
Q1 | $7.9M | Sell |
741,600
-740,390
| -50% | -$6.68M | ﹤0.01% | 3064 |
|
|
2022
Q4 | $12.2M | Buy |
1,481,990
+549,680
| +59% | +$4.18M | ﹤0.01% | 2487 |
|
|
2022
Q3 | $5.13M | Sell |
932,310
-82,510
| -8% | -$470K | ﹤0.01% | 3320 |
|
|
2022
Q2 | $4.09M | Buy |
1,014,820
+745,440
| +277% | +$3.4M | ﹤0.01% | 3611 |
|
|
2022
Q1 | $1.02M | Sell |
269,380
-146,780
| -35% | -$608K | ﹤0.01% | 5207 |
|
|
2021
Q4 | $1.83M | Buy |
416,160
+144,670
| +53% | +$586K | ﹤0.01% | 4650 |
|
|
2021
Q3 | $993K | Sell |
271,490
-101,760
| -27% | -$369K | ﹤0.01% | 5078 |
|
|
2021
Q2 | $1.31M | Sell |
373,250
-236,080
| -39% | -$868K | ﹤0.01% | 4664 |
|
|
2021
Q1 | $2.38M | Sell |
609,330
-136,840
| -18% | -$466K | ﹤0.01% | 4108 |
|
|
2020
Q4 | $2.36M | Buy |
746,170
+412,030
| +123% | +$1.16M | ﹤0.01% | 3802 |
|
|
2020
Q3 | $882K | Sell |
334,140
-213,010
| -39% | -$582K | ﹤0.01% | 4315 |
|
|
2020
Q2 | $1.55M | Sell |
547,150
-463,760
| -46% | -$1.17M | ﹤0.01% | 3803 |
|
|
2020
Q1 | $2.15M | Buy |
+1,010,910
| New | +$2.57M | ﹤0.01% | 3424 |
|
|
2018
Q3 | – | Sell |
-1,156,450
| Closed | -$2.73M | – | 7452 |
|
|
2018
Q2 | $2.73M | Sell |
1,156,450
-514,290
| -31% | -$1.12M | ﹤0.01% | 3721 |
|
|
2018
Q1 | $2.84M | Buy |
1,670,740
+243,480
| +17% | +$488K | ﹤0.01% | 3603 |
|
|
2017
Q4 | $2.99M | Sell |
1,427,260
-404,960
| -22% | -$870K | ﹤0.01% | 3597 |
|
|
2017
Q3 | $4.05M | Sell |
1,832,220
-97,640
| -5% | -$250K | ﹤0.01% | 3367 |
|
|
2017
Q2 | $4.76M | Sell |
1,929,860
-140,740
| -7% | -$344K | ﹤0.01% | 3074 |
|
|
2017
Q1 | $5.25M | Buy |
2,070,600
+1,741,450
| +529% | +$4.62M | ﹤0.01% | 2974 |
|
|
2016
Q4 | $923K | Sell |
329,150
-385,250
| -54% | -$971K | ﹤0.01% | 4405 |
|
|
2016
Q3 | $1.67M | Sell |
714,400
-1,794,860
| -72% | -$4M | ﹤0.01% | 3781 |
|
|
2016
Q2 | $6.24M | Sell |
2,509,260
-791,580
| -24% | -$2.17M | ﹤0.01% | 2615 |
|
|
2016
Q1 | $11.2M | Buy |
3,300,840
+1,287,680
| +64% | +$3.85M | ﹤0.01% | 2043 |
|
|
2015
Q4 | $4.93M | Buy |
2,013,160
+198,310
| +11% | +$518K | ﹤0.01% | 2961 |
|
|
2015
Q3 | $4.95M | Buy |
1,814,850
+1,339,270
| +282% | +$3.56M | ﹤0.01% | 2901 |
|
|
2015
Q2 | $1.41M | Buy |
475,580
+322,570
| +211% | +$1.06M | ﹤0.01% | 3813 |
|
|
2015
Q1 | $508K | Sell |
153,010
-127,790
| -46% | -$470K | ﹤0.01% | 4313 |
|
|
2014
Q4 | $979K | Sell |
280,800
-125,360
| -31% | -$391K | ﹤0.01% | 4057 |
|
|
2014
Q3 | $1.2M | Buy |
406,160
+147,150
| +57% | +$382K | ﹤0.01% | 3847 |
|
|
2014
Q2 | $655K | Buy |
259,010
+8,950
| +4% | +$18.5K | ﹤0.01% | 4362 |
|
|
2014
Q1 | $434K | Sell |
250,060
-51,970
| -17% | -$102K | ﹤0.01% | 4734 |
|
|
2013
Q4 | $518K | Buy |
302,030
+86,790
| +40% | +$131K | ﹤0.01% | 4734 |
|
|
2013
Q3 | $291K | Sell |
215,240
-88,270
| -29% | -$111K | ﹤0.01% | 5109 |
|
|
2013
Q2 | $323K | Buy |
+303,510
| New | +$314K | ﹤0.01% | 5162 |
|
Other funds holding SMCI
VCM
VPM
DE
Bank of America's SMCI Position: Q1 2026 in Review
Bank of America increased its Super Micro Computer (SMCI) stake by 33% in Q1 2026, buying an estimated $28.8M and bringing the position to 3,893,969 shares worth $88.7M. The position accounts for 0.01% of the portfolio, ranked #1196.
Bank of America first reported a position in SMCI in Q2 2013 and has held it in 46 quarters since. The position peaked at $248M in Q2 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.
- Bank of America held 3,893,969 shares of Super Micro Computer worth $88.7M as of Q1 2026.
- Bank of America bought 960,533 Super Micro Computer shares in Q1 2026, an estimated $28.8M.
- Super Micro Computer made up 0.01% of Bank of America's portfolio in Q1 2026, its #1196 holding.
- Bank of America first reported a position in Super Micro Computer in Q2 2013 and has held it in 46 quarters since.
- Bank of America's Super Micro Computer position peaked at $248M in Q2 2024.
- 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.