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
2025
Q4 		– Sell
-5,000
Closed -$240K – 6042
2025
Q3 		$240K Buy
+5,000
New +$239K ﹤0.01% 5217

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

LPL Financial's SMCI Position: Q1 2026 in Review

LPL Financial increased its Super Micro Computer (SMCI) stake by 4.2% in Q1 2026, buying an estimated $1.06M and bringing the position to 871,220 shares worth $19.8M. The position accounts for 0.01% of the portfolio, ranked #1473.

LPL Financial first reported a position in SMCI in Q4 2014 and has held it in 19 quarters since. The position peaked at $78.2M in Q2 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • LPL Financial held 871,220 shares of Super Micro Computer worth $19.8M as of Q1 2026.
  • LPL Financial bought 35,427 Super Micro Computer shares in Q1 2026, an estimated $1.06M.
  • Super Micro Computer made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1473 holding.
  • LPL Financial first reported a position in Super Micro Computer in Q4 2014 and has held it in 19 quarters since.
  • LPL Financial's Super Micro Computer position peaked at $78.2M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.