LA
SMCI icon

Legacy Advisors’s Super Micro Computer SMCI Stock Holding History

Legacy 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
2025
Q1 		$307K Buy
+1,538
New +$58.4K 0.03% 319
2024
Q2 		– Sell
-6,820
Closed -$689K – 341
2024
Q1 		$689K Buy
+6,820
New +$500K 0.09% 181

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legacy Advisors's SMCI Position: Q1 2025 in Review

Legacy Advisors opened a new position in Super Micro Computer (SMCI) in Q1 2025: 1,538 shares worth $307K. The stake represents 0.03% of the portfolio and ranks #319 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in SMCI as recently as Q1 2024.

Legacy Advisors first reported a position in SMCI in Q1 2024 and has held it in 2 quarters since. The position peaked at $689K in Q1 2024. 763 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Legacy Advisors held 1,538 shares of Super Micro Computer worth $307K as of Q1 2025.
  • Super Micro Computer was a new Legacy Advisors position in Q1 2025.
  • Super Micro Computer made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #319 holding.
  • Legacy Advisors first reported a position in Super Micro Computer in Q1 2024 and has held it in 2 quarters since.
  • Legacy Advisors's Super Micro Computer position peaked at $689K in Q1 2024.
  • 763 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.