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Forum Financial Management’s Super Micro Computer SMCI Stock Holding History

Forum Financial 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
Q1 		– Sell
-16,703
Closed -$489K – 881
2025
Q4 		$489K Buy
16,703
+4,232
+34% +$174K 0.01% 484
2025
Q3 		$598K Buy
+12,471
New +$595K 0.01% 382
2024
Q4 		– Sell
-19,570
Closed -$815K – 958
2024
Q3 		$815K Buy
19,570
+20
+0.1% +$1.22K 0.01% 219
2024
Q2 		$1.6M Buy
19,550
+120
+0.6% +$10.3K 0.03% 123
2024
Q1 		$1.96M Buy
19,430
+160
+0.8% +$11.7K 0.03% 114
2023
Q4 		$548K Hold
19,270
– – 0.01% 271
2023
Q3 		$528K Hold
19,270
– – 0.01% 271
2023
Q2 		$480K Hold
19,270
– – 0.01% 305
2023
Q1 		$205K Buy
+19,270
New +$174K 0.01% 559

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Forum Financial Management's SMCI Position: Q1 2026 in Review

Forum Financial Management sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 16,703 shares — an estimated $489K sold.

Forum Financial Management first reported a position in SMCI in Q1 2023 and held it in 9 quarters. The position peaked at $1.96M in Q1 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Forum Financial Management reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 16,703 Super Micro Computer shares in Q1 2026, an estimated $489K.
  • Forum Financial Management first reported a position in Super Micro Computer in Q1 2023 and held it in 9 quarters.
  • Forum Financial Management's Super Micro Computer position peaked at $1.96M in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.