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LGT Financial Advisors’s Super Micro Computer SMCI Stock Holding History

LGT Financial 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 		– Sell
-290
Closed -$8.84K – 664
2024
Q4 		$8.84K Sell
290
-470
-62% -$17.1K 0.02% 456
2024
Q3 		$31.6K Sell
760
-360
-32% -$21.9K 0.08% 190
2024
Q2 		$91.8K Sell
1,120
-30
-3% -$2.56K 0.19% 91
2024
Q1 		$116K Hold
1,150
– – 0.13% 162
2023
Q4 		$32.7K Buy
1,150
+540
+89% +$15K 0.04% 261
2023
Q3 		$16.7K Buy
+610
New +$17K 0.02% 384

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

LGT Financial Advisors's SMCI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 290 shares — an estimated $8.84K sold.

LGT Financial Advisors first reported a position in SMCI in Q3 2023 and held it in 6 quarters. The position peaked at $116K in Q1 2024. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 290 Super Micro Computer shares in Q1 2025, an estimated $8.84K.
  • LGT Financial Advisors first reported a position in Super Micro Computer in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Super Micro Computer position peaked at $116K in Q1 2024.
  • 760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.