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LMG Wealth Partners’s Super Micro Computer SMCI Stock Holding History

LMG Wealth Partners’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
2024
Q4 		– Sell
-33,040
Closed -$1.38M – 134
2024
Q3 		$1.38M Buy
33,040
+22,130
+203% +$1.35M 0.32% 78
2024
Q2 		$894K Buy
10,910
+1,530
+16% +$131K 0.22% 83
2024
Q1 		$947K Buy
+9,380
New +$687K 0.24% 84

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMG Wealth Partners's SMCI Position: Q4 2024 in Review

LMG Wealth Partners sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 33,040 shares — an estimated $1.38M sold.

LMG Wealth Partners first reported a position in SMCI in Q1 2024 and held it in 3 quarters. The position peaked at $1.38M in Q3 2024. 697 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • LMG Wealth Partners reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 33,040 Super Micro Computer shares in Q4 2024, an estimated $1.38M.
  • LMG Wealth Partners first reported a position in Super Micro Computer in Q1 2024 and held it in 3 quarters.
  • LMG Wealth Partners's Super Micro Computer position peaked at $1.38M in Q3 2024.
  • 697 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on LMG Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.