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Burney Company’s Super Micro Computer SMCI Stock Holding History

Burney Company’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 		$1.1M Buy
+37,646
New +$1.2M 0.03% 335
2025
Q4 		– Sell
-6,850
Closed -$328K – 635
2025
Q3 		$328K Buy
6,850
+56
+0.8% +$2.67K 0.01% 489
2025
Q2 		$333K Buy
6,794
+37
+0.5% +$1.43K 0.01% 481
2025
Q1 		$231K Hold
6,757
– – 0.01% 539
2024
Q4 		$206K Sell
6,757
-3,683
-35% -$134K 0.01% 571
2024
Q3 		$435K Sell
10,440
-30
-0.3% -$1.83K 0.02% 453
2024
Q2 		$858K Sell
10,470
-30
-0.3% -$2.56K 0.03% 336
2024
Q1 		$1.06M Sell
10,500
-220
-2% -$16.1K 0.04% 320
2023
Q4 		$305K Sell
10,720
-940
-8% -$26.1K 0.01% 497
2023
Q3 		$320K Buy
11,660
+3,330
+40% +$92.9K 0.02% 474
2023
Q2 		$208K Buy
+8,330
New +$140K 0.01% 547

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

Burney Company's SMCI Position: Q2 2026 in Review

Burney Company opened a new position in Super Micro Computer (SMCI) in Q2 2026: 37,646 shares worth $1.1M. The stake represents 0.03% of the portfolio and ranks #335 among its holdings. This is a return to the name: Burney Company previously reported a position in SMCI as recently as Q3 2025.

Burney Company first reported a position in SMCI in Q2 2023 and has held it in 11 quarters since. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Burney Company held 37,646 shares of Super Micro Computer worth $1.1M as of Q2 2026.
  • Super Micro Computer was a new Burney Company position in Q2 2026.
  • Super Micro Computer made up 0.03% of Burney Company's portfolio in Q2 2026, its #335 holding.
  • Burney Company first reported a position in Super Micro Computer in Q2 2023 and has held it in 11 quarters since.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.