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JFS Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

JFS Wealth 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 		$38.6K Sell
1,316
-72
-5% -$2.29K ﹤0.01% 601
2026
Q1 		$31.6K Sell
1,388
-163
-11% -$4.89K ﹤0.01% 621
2025
Q4 		$45.4K Buy
1,551
+24
+2% +$988 ﹤0.01% 548
2025
Q3 		$73.2K Sell
1,527
-1,323
-46% -$63.2K ﹤0.01% 448
2025
Q2 		$140K Buy
2,850
+20
+0.7% +$771 0.01% 331
2025
Q1 		$96.9K Buy
2,830
+2,700
+2,077% +$102K 0.01% 371
2024
Q4 		$3.96K Sell
130
-280
-68% -$10.2K ﹤0.01% 1212
2024
Q3 		$17.1K Hold
410
– – ﹤0.01% 675
2024
Q2 		$33.6K Hold
410
– – ﹤0.01% 487
2024
Q1 		$41.4K Buy
410
+130
+46% +$9.53K ﹤0.01% 465
2023
Q4 		$7.96K Buy
280
+10
+4% +$277 ﹤0.01% 859
2023
Q3 		$7.4K Buy
270
+10
+4% +$279 ﹤0.01% 832
2023
Q2 		$6.48K Hold
260
– – ﹤0.01% 894
2023
Q1 		$2.77K Buy
260
+20
+8% +$180 ﹤0.01% 1235
2022
Q4 		$1.97K Buy
240
+30
+14% +$228 ﹤0.01% 1380
2022
Q3 		$1K Buy
210
+50
+31% +$285 ﹤0.01% 1645
2022
Q2 		$1K Buy
160
+50
+45% +$228 ﹤0.01% 1637
2022
Q1 		$0 Buy
110
+80
+267% +$331 ﹤0.01% 1953
2021
Q4 		$0 Buy
+30
New +$122 ﹤0.01% 1874

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

JFS Wealth Advisors's SMCI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Super Micro Computer (SMCI) stake by 5.2% in Q2 2026, selling an estimated $2.29K and leaving 1,316 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

JFS Wealth Advisors first reported a position in SMCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $140K in Q2 2025. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • JFS Wealth Advisors held 1,316 shares of Super Micro Computer worth $38.6K as of Q2 2026.
  • JFS Wealth Advisors sold 72 Super Micro Computer shares in Q2 2026, an estimated $2.29K.
  • Super Micro Computer made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #601 holding.
  • JFS Wealth Advisors first reported a position in Super Micro Computer in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Super Micro Computer position peaked at $140K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.