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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
Q2 		$4.52K Buy
154
+42
+38% +$1.34K ﹤0.01% 1100
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bartlett & Co Wealth Management's SMCI Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Super Micro Computer (SMCI) stake by 38% in Q2 2026, buying an estimated $1.34K and bringing the position to 154 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Bartlett & Co Wealth Management first reported a position in SMCI in Q3 2025 and has held it in 3 quarters since. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Bartlett & Co Wealth Management held 154 shares of Super Micro Computer worth $4.52K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 42 Super Micro Computer shares in Q2 2026, an estimated $1.34K.
  • Super Micro Computer made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1100 holding.
  • Bartlett & Co Wealth Management first reported a position in Super Micro Computer in Q3 2025 and has held it in 3 quarters since.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.