Bogart Wealth LLC’s Super Micro Computer SMCI Stock Holding History

Bogart Wealth LLC’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	$94K	Sell	3,206 -2,388	-43%	-$76.1K	﹤0.01%	393
2026 Q1	$127K	Buy	5,594 +1,437	+35%	+$43.1K	﹤0.01%	329
2025 Q4	$122K	Sell	4,157 -440	-10%	-$18.1K	﹤0.01%	317
2025 Q3	$220K	Sell	4,597 -1,379	-23%	-$65.8K	0.01%	236
2025 Q2	$293K	Buy	5,976 +951	+19%	+$36.7K	0.01%	200
2025 Q1	$172K	Buy	5,025 +1,009	+25%	+$38.3K	0.01%	242
2024 Q4	$122K	Buy	4,016 +3,016	+302%	+$110K	0.01%	282
2024 Q3	$41.6K	Buy	1,000 +890	+809%	+$54.2K	﹤0.01%	445
2024 Q2	$9.01K	Buy	+110	New	+$9.4K	﹤0.01%	691
2022 Q4	–	Sell	-250	Closed	-$1K	–	1183
2022 Q3	$1K	Buy	+250	New	+$1.42K	﹤0.01%	943

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bogart Wealth LLC's SMCI Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Super Micro Computer (SMCI) stake by 43% in Q2 2026, selling an estimated $76.1K and leaving 3,206 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Bogart Wealth LLC first reported a position in SMCI in Q3 2022 and has held it in 10 quarters since. The position peaked at $293K in Q2 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Bogart Wealth LLC held 3,206 shares of Super Micro Computer worth $94K as of Q2 2026.
Bogart Wealth LLC sold 2,388 Super Micro Computer shares in Q2 2026, an estimated $76.1K.
Super Micro Computer made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #393 holding.
Bogart Wealth LLC first reported a position in Super Micro Computer in Q3 2022 and has held it in 10 quarters since.
Bogart Wealth LLC's Super Micro Computer position peaked at $293K in Q2 2025.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.