Institute for Wealth Management’s Super Micro Computer SMCI Stock Holding History

Institute for 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
2026 Q2	$36.2K	Buy	+1,235	New	+$39.3K	﹤0.01%	963

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Institute for Wealth Management's SMCI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Super Micro Computer (SMCI) in Q2 2026: 1,235 shares worth $36.2K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings.

402 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Institute for Wealth Management held 1,235 shares of Super Micro Computer worth $36.2K as of Q2 2026.
Super Micro Computer was a new Institute for Wealth Management position in Q2 2026.
Super Micro Computer made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #963 holding.
402 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.