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Leigh Baldwin & Co’s Super Micro Computer SMCI Stock Holding History

Leigh Baldwin & Co’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
Q4 		– Sell
-5,000
Closed -$240K – 205
2025
Q3 		$240K Sell
5,000
-500
-9% -$23.9K 0.13% 174
2025
Q2 		$270K Buy
+5,500
New +$212K 0.18% 147

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Leigh Baldwin & Co's SMCI Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 5,000 shares — an estimated $240K sold.

Leigh Baldwin & Co first reported a position in SMCI in Q2 2025 and held it in 2 quarters. The position peaked at $270K in Q2 2025. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 5,000 Super Micro Computer shares in Q4 2025, an estimated $240K.
  • Leigh Baldwin & Co first reported a position in Super Micro Computer in Q2 2025 and held it in 2 quarters.
  • Leigh Baldwin & Co's Super Micro Computer position peaked at $270K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.