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LRI Investments’s Super Micro Computer SMCI Stock Holding History

LRI Investments’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 		– Sell
-18
Closed -$410 – 2001
2026
Q1 		$410 Buy
+18
New +$540 ﹤0.01% 1386
2024
Q3 		– Sell
-250
Closed -$20.5K – 1195
2024
Q2 		$20.5K Buy
+250
New +$21.4K ﹤0.01% 600

Other funds holding SMCI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

LRI Investments's SMCI Position: Q2 2026 in Review

LRI Investments sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 18 shares — an estimated $410 sold.

LRI Investments first reported a position in SMCI in Q2 2024 and held it in 2 quarters. The position peaked at $20.5K in Q2 2024. 253 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • LRI Investments reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 18 Super Micro Computer shares in Q2 2026, an estimated $410.
  • LRI Investments first reported a position in Super Micro Computer in Q2 2024 and held it in 2 quarters.
  • LRI Investments's Super Micro Computer position peaked at $20.5K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.