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

Bartlett & 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 		$3.13K Buy
+112
New +$3.36K ﹤0.01% 1072
2025
Q4 		– Sell
-52
Closed -$2.49K – 1262
2025
Q3 		$2.49K Buy
+52
New +$2.48K ﹤0.01% 1087

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

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

Bartlett & Co Wealth Management opened a new position in Super Micro Computer (SMCI) in Q1 2026: 112 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in SMCI as recently as Q3 2025.

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

  • Bartlett & Co Wealth Management held 112 shares of Super Micro Computer worth $3.13K as of Q1 2026.
  • Super Micro Computer was a new Bartlett & Co Wealth Management position in Q1 2026.
  • Super Micro Computer made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1072 holding.
  • Bartlett & Co Wealth Management first reported a position in Super Micro Computer in Q3 2025 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.