JIC
SMCI icon

Johnson Investment Counsel’s Super Micro Computer SMCI Stock Holding History

Johnson Investment Counsel’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
2025
Q3 		– Sell
-6,542
Closed -$321K – 873
2025
Q2 		$321K Buy
6,542
+32
+0.5% +$1.23K ﹤0.01% 653
2025
Q1 		$223K Buy
+6,510
New +$247K ﹤0.01% 726
2024
Q4 		– Sell
-7,210
Closed -$300K – 844
2024
Q3 		$300K Hold
7,210
– – ﹤0.01% 633
2024
Q2 		$591K Buy
+7,210
New +$616K 0.01% 464
2024
Q1 		– Sell
-61,790
Closed -$1.76M – 785
2023
Q4 		$1.76M Sell
61,790
-640
-1% -$17.7K 0.02% 277
2023
Q3 		$1.71M Sell
62,430
-37,670
-38% -$1.05M 0.02% 268
2023
Q2 		$2.49M Hold
100,100
– – 0.03% 209
2023
Q1 		$1.07M Buy
+100,100
New +$903K 0.01% 336

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Johnson Investment Counsel's SMCI Position: Q3 2025 in Review

Johnson Investment Counsel sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 6,542 shares — an estimated $321K sold.

Johnson Investment Counsel first reported a position in SMCI in Q1 2023 and held it in 8 quarters. The position peaked at $2.49M in Q2 2023. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Johnson Investment Counsel reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 6,542 Super Micro Computer shares in Q3 2025, an estimated $321K.
  • Johnson Investment Counsel first reported a position in Super Micro Computer in Q1 2023 and held it in 8 quarters.
  • Johnson Investment Counsel's Super Micro Computer position peaked at $2.49M in Q2 2023.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Johnson Investment Counsel's 13F filing for Q3 2025, filed 6 Nov 2025.