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Bernard Wealth Management’s Super Micro Computer SMCI Stock Holding History

Bernard 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 		$294 Hold
10
– – ﹤0.01% 312
2026
Q1 		$228 Sell
10
-60
-86% -$1.8K ﹤0.01% 346
2025
Q4 		$2.05K Hold
70
– – ﹤0.01% 281
2025
Q3 		$3.36K Hold
70
– – ﹤0.01% 252
2025
Q2 		$3.43K Sell
70
-1,000
-93% -$38.5K ﹤0.01% 246
2025
Q1 		$36.6K Hold
1,070
– – 0.02% 142
2024
Q4 		$32.6K Buy
+1,070
New +$38.9K 0.02% 149

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

Bernard Wealth Management's SMCI Position: Q2 2026 in Review

Bernard Wealth Management held its Super Micro Computer (SMCI) position steady in Q2 2026 at 10 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Bernard Wealth Management first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.6K in Q1 2025. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Bernard Wealth Management held 10 shares of Super Micro Computer worth $294 as of Q2 2026.
  • Bernard Wealth Management left its Super Micro Computer share count unchanged in Q2 2026.
  • Super Micro Computer made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Bernard Wealth Management first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Super Micro Computer position peaked at $36.6K in Q1 2025.
  • 765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.