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Beese Fulmer Investment Management’s Super Micro Computer SMCI Stock Holding History

Beese Fulmer Investment 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 		– Sell
-11,882
Closed -$271K – 478
2026
Q1 		$271K Buy
11,882
+3,433
+41% +$103K 0.02% 334
2025
Q4 		$247K Buy
+8,449
New +$348K 0.02% 334

Other funds holding SMCI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Beese Fulmer Investment Management's SMCI Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 11,882 shares — an estimated $271K sold.

Beese Fulmer Investment Management first reported a position in SMCI in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q1 2026. 237 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 11,882 Super Micro Computer shares in Q2 2026, an estimated $271K.
  • Beese Fulmer Investment Management first reported a position in Super Micro Computer in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Super Micro Computer position peaked at $271K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.