JWCA
SMCI icon

J.W. Cole Advisors’s Super Micro Computer SMCI Stock Holding History

J.W. Cole Advisors’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 		$303K Buy
10,342
+620
+6% +$19.8K 0.01% 1265
2026
Q1 		$221K Buy
+9,722
New +$292K 0.01% 723
2025
Q4 		– Sell
-7,567
Closed -$363K – 1581
2025
Q3 		$363K Sell
7,567
-4,856
-39% -$232K 0.01% 1125
2025
Q2 		$609K Buy
12,423
+1,544
+14% +$59.5K 0.01% 850
2025
Q1 		$372K Buy
10,879
+3,657
+51% +$139K 0.01% 871
2024
Q4 		$220K Sell
7,222
-2,458
-25% -$89.3K 0.01% 874
2024
Q3 		$403K Buy
9,680
+4,360
+82% +$265K 0.02% 683
2024
Q2 		$436K Buy
+5,320
New +$455K 0.02% 556

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

J.W. Cole Advisors's SMCI Position: Q2 2026 in Review

J.W. Cole Advisors increased its Super Micro Computer (SMCI) stake by 6.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 10,342 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #1265.

J.W. Cole Advisors first reported a position in SMCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $609K in Q2 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • J.W. Cole Advisors held 10,342 shares of Super Micro Computer worth $303K as of Q2 2026.
  • J.W. Cole Advisors bought 620 Super Micro Computer shares in Q2 2026, an estimated $19.8K.
  • Super Micro Computer made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1265 holding.
  • J.W. Cole Advisors first reported a position in Super Micro Computer in Q2 2024 and has held it in 8 quarters since.
  • J.W. Cole Advisors's Super Micro Computer position peaked at $609K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.