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Callan Family Office’s Super Micro Computer SMCI Stock Holding History

Callan Family Office’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
Q1 		– Sell
-8,857
Closed -$259K – 1172
2025
Q4 		$259K Sell
8,857
-4,249
-32% -$175K 0.01% 970
2025
Q3 		$628K Sell
13,106
-1,145
-8% -$54.7K 0.02% 475
2025
Q2 		$698K Buy
+14,251
New +$549K 0.02% 483

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Callan Family Office's SMCI Position: Q1 2026 in Review

Callan Family Office sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 8,857 shares — an estimated $259K sold.

Callan Family Office first reported a position in SMCI in Q2 2025 and held it in 3 quarters. The position peaked at $698K in Q2 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Callan Family Office reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Callan Family Office sold 8,857 Super Micro Computer shares in Q1 2026, an estimated $259K.
  • Callan Family Office first reported a position in Super Micro Computer in Q2 2025 and held it in 3 quarters.
  • Callan Family Office's Super Micro Computer position peaked at $698K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.