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 		$252K Sell
8,600
-1,500
-15% -$47.8K ﹤0.01% 5589
2026
Q1 		$230K Buy
+10,100
New +$303K ﹤0.01% 5392
2025
Q3 		– Sell
-4,700
Closed -$230K – 5980
2025
Q2 		$230K Buy
+4,700
New +$181K ﹤0.01% 4985
2024
Q3 		– Sell
-24,000
Closed -$1.97M – 5275
2024
Q2 		$1.97M Buy
+24,000
New +$2.05M ﹤0.01% 2612

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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. 772 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.
  • 772 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.