Carolina Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Carolina Wealth Advisors’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	$5.87K	Hold	200	–	–	﹤0.01%	223
2026 Q1	$4.55K	Hold	200	–	–	﹤0.01%	234
2025 Q4	$5.85K	Hold	200	–	–	﹤0.01%	195
2025 Q3	$9.59K	Buy	+200	New	+$9.55K	﹤0.01%	169
2025 Q2	–	Sell	-166	Closed	-$5.68K	–	306
2025 Q1	$5.68K	Buy	+166	New	+$6.3K	﹤0.01%	184
2023 Q3	–	Sell	-23,240	Closed	-$579K	–	284
2023 Q2	$579K	Sell	23,240 -29,950	-56%	-$502K	0.35%	33
2023 Q1	$567K	Sell	53,190 -12,090	-19%	-$109K	0.33%	35
2022 Q4	$536K	Buy	+65,280	New	+$497K	0.34%	36
2022 Q1	–	Sell	-710	Closed	-$3K	–	301
2021 Q4	$3K	Hold	710	–	–	﹤0.01%	240
2021 Q3	$3K	Hold	710	–	–	﹤0.01%	232
2021 Q2	$2K	Hold	710	–	–	﹤0.01%	262
2021 Q1	$3K	Hold	710	–	–	﹤0.01%	272
2020 Q4	$2K	Hold	710	–	–	﹤0.01%	218
2020 Q3	$2K	Buy	+710	New	+$1.94K	﹤0.01%	198

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 $3.37T AUM 44.26% 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

Carolina Wealth Advisors's SMCI Position: Q2 2026 in Review

Carolina Wealth Advisors held its Super Micro Computer (SMCI) position steady in Q2 2026 at 200 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Carolina Wealth Advisors first reported a position in SMCI in Q3 2020 and has held it in 14 quarters since. The position peaked at $579K in Q2 2023. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Carolina Wealth Advisors held 200 shares of Super Micro Computer worth $5.87K as of Q2 2026.
Carolina Wealth Advisors left its Super Micro Computer share count unchanged in Q2 2026.
Super Micro Computer made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #223 holding.
Carolina Wealth Advisors first reported a position in Super Micro Computer in Q3 2020 and has held it in 14 quarters since.
Carolina Wealth Advisors's Super Micro Computer position peaked at $579K in Q2 2023.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.