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CBIZ Investment Advisory Services’s Super Micro Computer SMCI Stock Holding History

CBIZ Investment Advisory Services’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
-47
Closed -$1.38K – 691
2025
Q4 		$1.38K Sell
47
-20
-30% -$823 ﹤0.01% 687
2025
Q3 		$3.21K Sell
67
-7
-9% -$334 ﹤0.01% 521
2025
Q2 		$3.63K Buy
+74
New +$2.85K ﹤0.01% 480

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

CBIZ Investment Advisory Services's SMCI Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 47 shares — an estimated $1.38K sold.

CBIZ Investment Advisory Services first reported a position in SMCI in Q2 2025 and held it in 3 quarters. The position peaked at $3.63K in Q2 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 47 Super Micro Computer shares in Q1 2026, an estimated $1.38K.
  • CBIZ Investment Advisory Services first reported a position in Super Micro Computer in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Super Micro Computer position peaked at $3.63K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.