Cornerstone Wealth Management’s Super Micro Computer SMCI Stock Holding History

Cornerstone Wealth 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
2026 Q2	–	Sell	-9,324	Closed	-$212K	–	776
2026 Q1	$212K	Sell	9,324 -6,024	-39%	-$181K	0.01%	665
2025 Q4	$449K	Sell	15,348 -130	-0.8%	-$5.35K	0.02%	451
2025 Q3	$742K	Sell	15,478 -136	-0.9%	-$6.49K	0.04%	336
2025 Q2	$765K	Sell	15,614 -6,950	-31%	-$268K	0.05%	318
2025 Q1	$773K	Buy	22,564 +15,396	+215%	+$584K	0.05%	296
2024 Q4	$218K	Buy	+7,168	New	+$261K	0.01%	542
2024 Q3	–	Sell	-2,770	Closed	-$227K	–	586
2024 Q2	$227K	Buy	+2,770	New	+$237K	0.02%	496

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

Cornerstone Wealth Management's SMCI Position: Q2 2026 in Review

Cornerstone Wealth Management sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 9,324 shares — an estimated $212K sold.

Cornerstone Wealth Management first reported a position in SMCI in Q2 2024 and held it in 7 quarters. The position peaked at $773K in Q1 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Cornerstone Wealth Management reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
Cornerstone Wealth Management sold 9,324 Super Micro Computer shares in Q2 2026, an estimated $212K.
Cornerstone Wealth Management first reported a position in Super Micro Computer in Q2 2024 and held it in 7 quarters.
Cornerstone Wealth Management's Super Micro Computer position peaked at $773K in Q1 2025.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.