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Frank Rimerman Advisors’s Super Micro Computer SMCI Stock Holding History

Frank Rimerman Advisors’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 		$426K Sell
14,529
-1,007
-6% -$32.1K 0.02% 445
2026
Q1 		$354K Buy
15,536
+58
+0.4% +$1.74K 0.02% 456
2025
Q4 		$453K Sell
15,478
-571
-4% -$23.5K 0.03% 405
2025
Q3 		$769K Buy
16,049
+961
+6% +$45.9K 0.05% 269
2025
Q2 		$739K Sell
15,088
-5,160
-25% -$199K 0.05% 272
2025
Q1 		$693K Buy
20,248
+3,946
+24% +$150K 0.05% 253
2024
Q4 		$497K Sell
16,302
-18,818
-54% -$684K 0.04% 312
2024
Q3 		$1.46M Sell
35,120
-1,980
-5% -$121K 0.1% 160
2024
Q2 		$3.04M Buy
37,100
+20,170
+119% +$1.72M 0.22% 78
2024
Q1 		$1.71M Buy
16,930
+6,930
+69% +$508K 0.33% 37
2023
Q4 		$284K Buy
+10,000
New +$277K 0.06% 87

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Frank Rimerman Advisors's SMCI Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Super Micro Computer (SMCI) stake by 6.5% in Q2 2026, selling an estimated $32.1K and leaving 14,529 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #445.

Frank Rimerman Advisors first reported a position in SMCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q2 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Frank Rimerman Advisors held 14,529 shares of Super Micro Computer worth $426K as of Q2 2026.
  • Frank Rimerman Advisors sold 1,007 Super Micro Computer shares in Q2 2026, an estimated $32.1K.
  • Super Micro Computer made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #445 holding.
  • Frank Rimerman Advisors first reported a position in Super Micro Computer in Q4 2023 and has held it in 11 quarters since.
  • Frank Rimerman Advisors's Super Micro Computer position peaked at $3.04M in Q2 2024.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.