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Brookstone Capital Management’s Super Micro Computer SMCI Stock Holding History

Brookstone Capital 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
2025
Q4 		– Sell
-6,502
Closed -$312K – 1226
2025
Q3 		$312K Buy
+6,502
New +$310K ﹤0.01% 961
2025
Q2 		– Sell
-7,934
Closed -$272K – 1095
2025
Q1 		$272K Buy
7,934
+939
+13% +$35.6K ﹤0.01% 887
2024
Q4 		$213K Buy
6,995
+205
+3% +$7.45K ﹤0.01% 934
2024
Q3 		$283K Buy
6,790
+1,490
+28% +$90.7K ﹤0.01% 858
2024
Q2 		$433K Buy
5,300
+2,200
+71% +$188K 0.01% 687
2024
Q1 		$313K Buy
+3,100
New +$227K 0.01% 751
2023
Q4 		– Sell
-7,960
Closed -$211K – 912
2023
Q3 		$211K Buy
+7,960
New +$222K ﹤0.01% 780
2015
Q4 		– Sell
-9,840
Closed -$27K – 766
2015
Q3 		$27K Hold
9,840
– – ﹤0.01% 630
2015
Q2 		$29K Buy
+9,840
New +$32.4K ﹤0.01% 680

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brookstone Capital Management's SMCI Position: Q4 2025 in Review

Brookstone Capital Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 6,502 shares — an estimated $312K sold.

Brookstone Capital Management first reported a position in SMCI in Q2 2015 and held it in 9 quarters. The position peaked at $433K in Q2 2024. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Brookstone Capital Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 6,502 Super Micro Computer shares in Q4 2025, an estimated $312K.
  • Brookstone Capital Management first reported a position in Super Micro Computer in Q2 2015 and held it in 9 quarters.
  • Brookstone Capital Management's Super Micro Computer position peaked at $433K in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.