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Lake Hills Wealth Management’s Super Micro Computer SMCI Stock Holding History

Lake Hills 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
2025
Q1 		– Sell
-14,812
Closed -$451K – 65
2024
Q4 		$451K Sell
14,812
-19,298
-57% -$701K 0.31% 41
2024
Q3 		$1.42M Buy
34,110
+18,470
+118% +$1.12M 0.95% 30
2024
Q2 		$1.28M Buy
15,640
+50
+0.3% +$4.27K 0.92% 30
2024
Q1 		$1.57M Buy
+15,590
New +$1.14M 1.42% 26

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Hills Wealth Management's SMCI Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 14,812 shares — an estimated $451K sold.

Lake Hills Wealth Management first reported a position in SMCI in Q1 2024 and held it in 4 quarters. The position peaked at $1.57M in Q1 2024. 761 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Lake Hills Wealth Management reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 14,812 Super Micro Computer shares in Q1 2025, an estimated $451K.
  • Lake Hills Wealth Management first reported a position in Super Micro Computer in Q1 2024 and held it in 4 quarters.
  • Lake Hills Wealth Management's Super Micro Computer position peaked at $1.57M in Q1 2024.
  • 761 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.