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
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 $5.7T 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 $564B 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 $93.4B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM