Creative Planning’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-10,000
Closed -$87.3K 4087
2025
Q3
$87.3K Buy
+10,000
New +$477K ﹤0.01% 3692

Other funds holding SMCI

Creative Planning's SMCI Position: Q1 2026 in Review

Creative Planning increased its Super Micro Computer (SMCI) stake by 23% in Q1 2026, buying an estimated $690K and bringing the position to 120,971 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Creative Planning first reported a position in SMCI in Q3 2014 and has held it in 21 quarters since. The position peaked at $7.11M in Q2 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Creative Planning held 120,971 shares of Super Micro Computer worth $2.75M as of Q1 2026.
  • Creative Planning bought 22,994 Super Micro Computer shares in Q1 2026, an estimated $690K.
  • Super Micro Computer made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1652 holding.
  • Creative Planning first reported a position in Super Micro Computer in Q3 2014 and has held it in 21 quarters since.
  • Creative Planning's Super Micro Computer position peaked at $7.11M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.