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Concorde Asset Management’s Super Micro Computer SMCI Stock Holding History

Concorde Asset Management’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
2025
Q1 		$457K Sell
12,453
-8,127
-39% -$308K 0.25% 71
2024
Q4 		$627K Buy
20,580
+6,120
+42% +$222K 0.33% 54
2024
Q3 		$602K Buy
14,460
+8,120
+128% +$494K 0.34% 50
2024
Q2 		$519K Buy
+6,340
New +$542K 0.32% 56

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concorde Asset Management's SMCI Position: Q1 2025 in Review

Concorde Asset Management reduced its Super Micro Computer (SMCI) stake by 39% in Q1 2025, selling an estimated $308K and leaving 12,453 shares worth $457K. The position accounts for 0.25% of the portfolio, ranked #71.

Concorde Asset Management first reported a position in SMCI in Q2 2024 and has held it in 4 quarters since. The position peaked at $627K in Q4 2024. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Concorde Asset Management held 12,453 shares of Super Micro Computer worth $457K as of Q1 2025.
  • Concorde Asset Management sold 8,127 Super Micro Computer shares in Q1 2025, an estimated $308K.
  • Super Micro Computer made up 0.25% of Concorde Asset Management's portfolio in Q1 2025, its #71 holding.
  • Concorde Asset Management first reported a position in Super Micro Computer in Q2 2024 and has held it in 4 quarters since.
  • Concorde Asset Management's Super Micro Computer position peaked at $627K in Q4 2024.
  • 760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Concorde Asset Management's 13F filing for Q1 2025, filed 15 May 2025.