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Cornerstone Planning Group’s Super Micro Computer SMCI Stock Holding History

Cornerstone Planning Group’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 		$1.8K Buy
59
+18
+44% +$573 ﹤0.01% 1355
2026
Q1 		$1.14K Buy
41
+20
+95% +$600 ﹤0.01% 1427
2025
Q4 		$655 Buy
21
+5
+31% +$206 ﹤0.01% 1459
2025
Q3 		$145 Sell
16
-60
-79% -$2.87K ﹤0.01% 1626
2025
Q2 		$4.35K Buy
76
+23
+43% +$886 ﹤0.01% 757
2025
Q1 		$1.74K Buy
53
+44
+489% +$1.67K ﹤0.01% 1016
2024
Q4 		$262 Buy
+9
New +$327 ﹤0.01% 1306

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's SMCI Position: Q2 2026 in Review

Cornerstone Planning Group increased its Super Micro Computer (SMCI) stake by 44% in Q2 2026, buying an estimated $573 and bringing the position to 59 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Cornerstone Planning Group first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.35K in Q2 2025. 403 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Cornerstone Planning Group held 59 shares of Super Micro Computer worth $1.8K as of Q2 2026.
  • Cornerstone Planning Group bought 18 Super Micro Computer shares in Q2 2026, an estimated $573.
  • Super Micro Computer made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1355 holding.
  • Cornerstone Planning Group first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Super Micro Computer position peaked at $4.35K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.