CPC
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CFC Planning Company’s Super Micro Computer SMCI Stock Holding History

CFC Planning 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
Q1 		– Sell
-20,863
Closed -$611K – 81
2025
Q4 		$611K Buy
+20,863
New +$859K 0.46% 47

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

CFC Planning Company's SMCI Position: Q1 2026 in Review

CFC Planning Company sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 20,863 shares — an estimated $611K sold.

CFC Planning Company first reported a position in SMCI in Q4 2025 and held it in 1 quarter. The position peaked at $611K in Q4 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • CFC Planning Company reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • CFC Planning Company sold 20,863 Super Micro Computer shares in Q1 2026, an estimated $611K.
  • CFC Planning Company first reported a position in Super Micro Computer in Q4 2025 and held it in 1 quarter.
  • CFC Planning Company's Super Micro Computer position peaked at $611K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.