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

Empirical 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	$2.12M	Buy	72,358 +15,834	+28%	+$504K	0.03%	260
2026 Q1	$1.29M	Buy	56,524 +8,997	+19%	+$270K	0.02%	308
2025 Q4	$1.39M	Buy	47,527 +7,581	+19%	+$312K	0.02%	287
2025 Q3	$1.92M	Buy	+39,946	New	+$1.91M	0.04%	249

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Empirical Wealth Management increased its Super Micro Computer (SMCI) stake by 28% in Q2 2026, buying an estimated $504K and bringing the position to 72,358 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #260.

Empirical Wealth Management first reported a position in SMCI in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Empirical Wealth Management held 72,358 shares of Super Micro Computer worth $2.12M as of Q2 2026.
Empirical Wealth Management bought 15,834 Super Micro Computer shares in Q2 2026, an estimated $504K.
Super Micro Computer made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #260 holding.
Empirical Wealth Management first reported a position in Super Micro Computer in Q3 2025 and has held it in 4 quarters since.
267 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.