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Capital Advisors Inc’s Super Micro Computer SMCI Stock Holding History

Capital Advisors Inc’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
-9,350
Closed -$274K – 377
2025
Q4 		$274K Sell
9,350
-37,500
-80% -$1.54M ﹤0.01% 278
2025
Q3 		$2.25M Sell
46,850
-206
-0.4% -$9.84K 0.04% 118
2025
Q2 		$2.31M Sell
47,056
-195
-0.4% -$7.52K 0.04% 118
2025
Q1 		$1.62M Buy
47,251
+13,451
+40% +$510K 0.03% 127
2024
Q4 		$1.03M Buy
+33,800
New +$1.23M 0.02% 136
2024
Q3 		– Sell
-3,800
Closed -$311K – 317
2024
Q2 		$311K Buy
+3,800
New +$325K 0.01% 243

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Capital Advisors Inc's SMCI Position: Q1 2026 in Review

Capital Advisors Inc sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 9,350 shares — an estimated $274K sold.

Capital Advisors Inc first reported a position in SMCI in Q2 2024 and held it in 6 quarters. The position peaked at $2.31M in Q2 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Capital Advisors Inc reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 9,350 Super Micro Computer shares in Q1 2026, an estimated $274K.
  • Capital Advisors Inc first reported a position in Super Micro Computer in Q2 2024 and held it in 6 quarters.
  • Capital Advisors Inc's Super Micro Computer position peaked at $2.31M in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.