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

HB 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
2025
Q1 		– Sell
-5,000
Closed -$153K – 1275
2024
Q4 		$153K Buy
+5,000
New +$182K ﹤0.01% 1002
2024
Q3 		– Sell
-2,000
Closed -$164K – 1011
2024
Q2 		$164K Buy
+2,000
New +$171K ﹤0.01% 859

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

HB Wealth Management's SMCI Position: Q1 2026 in Review

HB Wealth Management increased its Super Micro Computer (SMCI) stake by 7.4% in Q1 2026, buying an estimated $35.5K and bringing the position to 17,158 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

HB Wealth Management first reported a position in SMCI in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.13M in Q2 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • HB Wealth Management held 17,158 shares of Super Micro Computer worth $391K as of Q1 2026.
  • HB Wealth Management bought 1,182 Super Micro Computer shares in Q1 2026, an estimated $35.5K.
  • Super Micro Computer made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1085 holding.
  • HB Wealth Management first reported a position in Super Micro Computer in Q4 2023 and has held it in 9 quarters since.
  • HB Wealth Management's Super Micro Computer position peaked at $5.13M in Q2 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.