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Griffith & Werner’s Super Micro Computer SMCI Stock Holding History

Griffith & Werner’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
-23,293
Closed -$682K – 74
2025
Q4 		$682K Sell
23,293
-705
-3% -$29K 0.35% 38
2025
Q3 		$964K Buy
+23,998
New +$1.15M 0.5% 37
2025
Q1 		$814K Buy
23,786
+820
+4% +$31.1K 0.51% 35
2024
Q4 		$700K Buy
+22,966
New +$835K 0.46% 37

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Griffith & Werner's SMCI Position: Q1 2026 in Review

Griffith & Werner sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 23,293 shares — an estimated $682K sold.

Griffith & Werner first reported a position in SMCI in Q4 2024 and held it in 4 quarters. The position peaked at $964K in Q3 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Griffith & Werner reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Griffith & Werner sold 23,293 Super Micro Computer shares in Q1 2026, an estimated $682K.
  • Griffith & Werner first reported a position in Super Micro Computer in Q4 2024 and held it in 4 quarters.
  • Griffith & Werner's Super Micro Computer position peaked at $964K in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Griffith & Werner's 13F filing for Q1 2026, filed 30 Apr 2026.