Hennion & Walsh Asset Management’s Super Micro Computer SMCI Stock Holding History

Hennion & Walsh Asset 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	$592K	Buy	20,197 +6,052	+43%	+$193K	0.02%	704
2026 Q1	$322K	Buy	+14,145	New	+$424K	0.01%	816
2023 Q4	–	Sell	-84,620	Closed	-$2.32M	–	865
2023 Q3	$2.32M	Sell	84,620 -3,030	-3%	-$84.5K	0.15%	184
2023 Q2	$2.19M	Sell	87,650 -4,730	-5%	-$79.2K	0.13%	196
2023 Q1	$984K	Sell	92,380 -390	-0.4%	-$3.52K	0.06%	363
2022 Q4	$762K	Sell	92,770 -1,140	-1%	-$8.68K	0.05%	399
2022 Q3	$517K	Sell	93,910 -2,090	-2%	-$11.9K	0.03%	473
2022 Q2	$387K	Buy	96,000 +5,220	+6%	+$23.8K	0.02%	546
2022 Q1	$346K	Buy	90,780 +7,890	+10%	+$32.7K	0.02%	609
2021 Q4	$364K	Buy	+82,890	New	+$336K	0.02%	604

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 $3.38T AUM 44.17% 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

Hennion & Walsh Asset Management's SMCI Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Super Micro Computer (SMCI) stake by 43% in Q2 2026, buying an estimated $193K and bringing the position to 20,197 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #704.

Hennion & Walsh Asset Management first reported a position in SMCI in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.32M in Q3 2023. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Hennion & Walsh Asset Management held 20,197 shares of Super Micro Computer worth $592K as of Q2 2026.
Hennion & Walsh Asset Management bought 6,052 Super Micro Computer shares in Q2 2026, an estimated $193K.
Super Micro Computer made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #704 holding.
Hennion & Walsh Asset Management first reported a position in Super Micro Computer in Q4 2021 and has held it in 10 quarters since.
Hennion & Walsh Asset Management's Super Micro Computer position peaked at $2.32M in Q3 2023.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.