LPL Financial
SMCI icon

LPL Financial’s Super Micro Computer SMCI Stock Holding History

LPL Financial’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
2026
Q2 		$26.5M Buy
903,997
+32,777
+4% +$1.04M 0.01% 1401
2026
Q1 		$19.8M Buy
871,220
+35,427
+4% +$1.06M 0.01% 1473
2025
Q4 		$24.5M Sell
835,793
-179,486
-18% -$7.39M 0.01% 1275
2025
Q3 		$48.7M Sell
1,015,279
-21,270
-2% -$1.02M 0.01% 857
2025
Q2 		$50.8M Buy
1,036,549
+162,977
+19% +$6.28M 0.02% 757
2025
Q1 		$29.9M Buy
873,572
+197,967
+29% +$7.51M 0.01% 924
2024
Q4 		$20.6M Sell
675,605
-346,055
-34% -$12.6M 0.01% 1070
2024
Q3 		$42.5M Buy
1,021,660
+67,680
+7% +$4.12M 0.02% 686
2024
Q2 		$78.2M Buy
953,980
+345,420
+57% +$29.5M 0.04% 421
2024
Q1 		$61.5M Buy
608,560
+201,440
+49% +$14.8M 0.03% 476
2023
Q4 		$11.6M Buy
407,120
+98,220
+32% +$2.72M 0.01% 1161
2023
Q3 		$8.47M Buy
308,900
+24,480
+9% +$683K 0.01% 1265
2023
Q2 		$7.09M Sell
284,420
-32,870
-10% -$551K 0.01% 1370
2023
Q1 		$3.38M Buy
317,290
+109,350
+53% +$987K ﹤0.01% 1766
2022
Q4 		$1.71M Buy
207,940
+69,920
+51% +$532K ﹤0.01% 2192
2022
Q3 		$760K Buy
+138,020
New +$786K ﹤0.01% 2754
2021
Q2 		– Sell
-68,950
Closed -$269K – 4298
2021
Q1 		$269K Buy
+68,950
New +$235K ﹤0.01% 3557
2018
Q1 		– Sell
-97,850
Closed -$205K – 3244
2017
Q4 		$205K Buy
+97,850
New +$210K ﹤0.01% 2808
2015
Q2 		– Sell
-62,140
Closed -$210K – 2934
2015
Q1 		$210K Sell
62,140
-20,830
-25% -$76.6K ﹤0.01% 2528
2014
Q4 		$289K Buy
+82,970
New +$259K ﹤0.01% 2194

Other funds holding SMCI

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
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial's SMCI Position: Q2 2026 in Review

LPL Financial increased its Super Micro Computer (SMCI) stake by 3.8% in Q2 2026, buying an estimated $1.04M and bringing the position to 903,997 shares worth $26.5M. The position accounts for 0.01% of the portfolio, ranked #1401.

LPL Financial first reported a position in SMCI in Q4 2014 and has held it in 20 quarters since. The position peaked at $78.2M in Q2 2024. 370 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • LPL Financial held 903,997 shares of Super Micro Computer worth $26.5M as of Q2 2026.
  • LPL Financial bought 32,777 Super Micro Computer shares in Q2 2026, an estimated $1.04M.
  • Super Micro Computer made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1401 holding.
  • LPL Financial first reported a position in Super Micro Computer in Q4 2014 and has held it in 20 quarters since.
  • LPL Financial's Super Micro Computer position peaked at $78.2M in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.