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

Focused 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	$632K	Buy	21,531 +286	+1%	+$9.11K	0.05%	117
2026 Q1	$484K	Buy	21,245 +677	+3%	+$20.3K	0.05%	120
2025 Q4	$602K	Buy	20,568 +8	+0%	+$329	0.06%	101
2025 Q3	$986K	Sell	20,560 -603	-3%	-$28.8K	0.1%	78
2025 Q2	$1.04M	Sell	21,163 -10,000	-32%	-$385K	0.13%	72
2025 Q1	$1.07M	Buy	31,163 +10,000	+47%	+$379K	0.14%	58
2024 Q4	$645K	Buy	21,163 +243	+1%	+$8.83K	0.09%	75
2024 Q3	$871K	Buy	20,920 +80	+0.4%	+$4.87K	0.11%	75
2024 Q2	$1.71M	Sell	20,840 -1,740	-8%	-$149K	0.24%	44
2024 Q1	$2.28M	Buy	22,580 +80	+0.4%	+$5.86K	0.35%	39
2023 Q4	$640K	Hold	22,500	–	–	0.11%	69
2023 Q3	$617K	Hold	22,500	–	–	0.11%	69
2023 Q2	$561K	Sell	22,500 -1,000	-4%	-$16.8K	0.1%	75
2023 Q1	$250K	Hold	23,500	–	–	0.05%	124
2022 Q4	$193K	Buy	23,500 +1,000	+4%	+$7.61K	0.04%	141
2022 Q3	$124K	Hold	22,500	–	–	0.03%	162
2022 Q2	$91K	Hold	22,500	–	–	0.02%	198
2022 Q1	$86K	Hold	22,500	–	–	0.01%	226
2021 Q4	$99K	Hold	22,500	–	–	0.02%	283
2021 Q3	$82K	Hold	22,500	–	–	0.01%	323
2021 Q2	$79K	Hold	22,500	–	–	0.01%	325
2021 Q1	$88K	Hold	22,500	–	–	0.02%	294
2020 Q4	$71K	Hold	22,500	–	–	0.01%	307
2020 Q3	$59K	Hold	22,500	–	–	0.01%	299
2020 Q2	$64K	Hold	22,500	–	–	0.01%	282
2020 Q1	$48K	Buy	+22,500	New	+$57.2K	0.01%	290
2019 Q2	–	Sell	-22,500	Closed	-$48K	–	795
2019 Q1	$48K	Hold	22,500	–	–	0.01%	293
2018 Q4	$31K	Hold	22,500	–	–	0.01%	338
2018 Q3	$46K	Hold	22,500	–	–	0.02%	303
2018 Q2	$53K	Hold	22,500	–	–	0.02%	274
2018 Q1	$38K	Hold	22,500	–	–	0.01%	321
2017 Q4	$47K	Hold	22,500	–	–	0.02%	306
2017 Q3	$50K	Hold	22,500	–	–	0.02%	233
2017 Q2	$55K	Hold	22,500	–	–	0.02%	270
2017 Q1	$57K	Hold	22,500	–	–	0.02%	267
2016 Q4	$63K	Hold	22,500	–	–	0.03%	250
2016 Q3	$53K	Hold	22,500	–	–	0.02%	263
2016 Q2	$56K	Hold	22,500	–	–	0.03%	251
2016 Q1	$77K	Hold	22,500	–	–	0.04%	156
2015 Q4	$55K	Hold	22,500	–	–	0.03%	196
2015 Q3	$61K	Hold	22,500	–	–	0.04%	183
2015 Q2	$67K	Hold	22,500	–	–	0.04%	175
2015 Q1	$75K	Hold	22,500	–	–	0.05%	169
2014 Q4	$78K	Hold	22,500	–	–	0.06%	156
2014 Q3	$66K	Hold	22,500	–	–	0.05%	173
2014 Q2	$57K	Hold	22,500	–	–	0.04%	174
2014 Q1	$39K	Hold	22,500	–	–	0.03%	193
2013 Q4	$39K	Hold	22,500	–	–	0.03%	191
2013 Q3	$30K	Buy	+22,500	New	+$28.4K	0.03%	222

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

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

Focused Wealth Management increased its Super Micro Computer (SMCI) stake by 1.3% in Q2 2026, buying an estimated $9.11K and bringing the position to 21,531 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #117.

Focused Wealth Management first reported a position in SMCI in Q3 2013 and has held it in 49 quarters since. The position peaked at $2.28M in Q1 2024. 765 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Focused Wealth Management held 21,531 shares of Super Micro Computer worth $632K as of Q2 2026.
Focused Wealth Management bought 286 Super Micro Computer shares in Q2 2026, an estimated $9.11K.
Super Micro Computer made up 0.05% of Focused Wealth Management's portfolio in Q2 2026, its #117 holding.
Focused Wealth Management first reported a position in Super Micro Computer in Q3 2013 and has held it in 49 quarters since.
Focused Wealth Management's Super Micro Computer position peaked at $2.28M in Q1 2024.
765 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.