BC
SMCI icon

Barrett & Company’s Super Micro Computer SMCI Stock Holding History

Barrett & Company’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 		– Sell
-500
Closed -$14.6K – 671
2025
Q4 		$14.6K Sell
500
-2,300
-82% -$94.7K ﹤0.01% 439
2025
Q3 		$134K Sell
2,800
-1,085
-28% -$51.8K 0.05% 188
2025
Q2 		$190K Buy
3,885
+400
+11% +$15.4K 0.07% 149
2025
Q1 		$119K Hold
3,485
– – 0.05% 173
2024
Q4 		$106K Buy
+3,485
New +$127K 0.04% 188

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

Barrett & Company's SMCI Position: Q1 2026 in Review

Barrett & Company sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 500 shares — an estimated $14.6K sold.

Barrett & Company first reported a position in SMCI in Q4 2024 and held it in 5 quarters. The position peaked at $190K in Q2 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Barrett & Company reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Barrett & Company sold 500 Super Micro Computer shares in Q1 2026, an estimated $14.6K.
  • Barrett & Company first reported a position in Super Micro Computer in Q4 2024 and held it in 5 quarters.
  • Barrett & Company's Super Micro Computer position peaked at $190K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.