Concord Wealth Partners’s Super Micro Computer SMCI Stock Holding History

Concord Wealth Partners’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	$1.14K	Buy	+39	New	+$1.24K	﹤0.01%	767
2026 Q1	–	Sell	-1,039	Closed	-$30.4K	–	689
2025 Q4	$30.4K	Buy	1,039 +1,000	+2,564%	+$41.2K	﹤0.01%	389
2025 Q3	$1.87K	Sell	39 -1,000	-96%	-$47.7K	﹤0.01%	715
2025 Q2	$50.9K	Buy	1,039 +1,000	+2,564%	+$38.5K	0.01%	339
2025 Q1	$1.33K	Hold	39	–	–	﹤0.01%	713
2024 Q4	$1.19K	Sell	39 -6,781	-99%	-$246K	﹤0.01%	771
2024 Q3	$284K	Buy	6,820 +1,400	+26%	+$85.2K	0.05%	174
2024 Q2	$444K	Buy	5,420 +390	+8%	+$33.3K	0.08%	146
2024 Q1	$508K	Buy	+5,030	New	+$369K	0.09%	139

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

Concord Wealth Partners's SMCI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Super Micro Computer (SMCI) in Q2 2026: 39 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SMCI as recently as Q4 2025.

Concord Wealth Partners first reported a position in SMCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $508K in Q1 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Concord Wealth Partners held 39 shares of Super Micro Computer worth $1.14K as of Q2 2026.
Super Micro Computer was a new Concord Wealth Partners position in Q2 2026.
Super Micro Computer made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #767 holding.
Concord Wealth Partners first reported a position in Super Micro Computer in Q1 2024 and has held it in 9 quarters since.
Concord Wealth Partners's Super Micro Computer position peaked at $508K in Q1 2024.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.