HM Payson & Co’s Super Micro Computer SMCI Stock Holding History

HM Payson & Co’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	$86.9K	Hold	2,962	–	–	﹤0.01%	600
2026 Q1	$67.4K	Hold	2,962	–	–	﹤0.01%	629
2025 Q4	$86.7K	Buy	2,962 +6	+0.2%	+$247	﹤0.01%	594
2025 Q3	$142K	Buy	2,956 +6	+0.2%	+$286	﹤0.01%	497
2025 Q2	$145K	Buy	2,950 +40	+1%	+$1.54K	﹤0.01%	479
2025 Q1	$99.6K	Hold	2,910	–	–	﹤0.01%	528
2024 Q4	$88.7K	Sell	2,910 -1,320	-31%	-$48K	﹤0.01%	551
2024 Q3	$176K	Buy	4,230 +320	+8%	+$19.5K	﹤0.01%	438
2024 Q2	$320K	Buy	3,910 +1,000	+34%	+$85.5K	0.01%	333
2024 Q1	$294K	Hold	2,910	–	–	0.01%	343
2023 Q4	$82.7K	Hold	2,910	–	–	﹤0.01%	517
2023 Q3	$79.8K	Hold	2,910	–	–	﹤0.01%	508
2023 Q2	$72.5K	Hold	2,910	–	–	﹤0.01%	526
2023 Q1	$31K	Hold	2,910	–	–	﹤0.01%	654
2022 Q4	$23.9K	Hold	2,910	–	–	﹤0.01%	654
2022 Q3	$16K	Hold	2,910	–	–	﹤0.01%	731
2022 Q2	$12K	Hold	2,910	–	–	﹤0.01%	790
2022 Q1	$11K	Hold	2,910	–	–	﹤0.01%	833
2021 Q4	$13K	Sell	2,910 -2,910	-50%	-$11.8K	﹤0.01%	833
2021 Q3	$21K	Buy	5,820 +2,910	+100%	+$10.6K	﹤0.01%	736
2021 Q2	$10K	Hold	2,910	–	–	﹤0.01%	821
2021 Q1	$11K	Buy	+2,910	New	+$9.9K	﹤0.01%	860

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

HM Payson & Co's SMCI Position: Q2 2026 in Review

HM Payson & Co held its Super Micro Computer (SMCI) position steady in Q2 2026 at 2,962 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

HM Payson & Co first reported a position in SMCI in Q1 2021 and has held it in 22 quarters since. The position peaked at $320K in Q2 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

HM Payson & Co held 2,962 shares of Super Micro Computer worth $86.9K as of Q2 2026.
HM Payson & Co left its Super Micro Computer share count unchanged in Q2 2026.
Super Micro Computer made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #600 holding.
HM Payson & Co first reported a position in Super Micro Computer in Q1 2021 and has held it in 22 quarters since.
HM Payson & Co's Super Micro Computer position peaked at $320K in Q2 2024.
767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.