M.E. Allison & Co’s Super Micro Computer SMCI Stock Holding History

M.E. Allison & Co’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 Q1	–	Sell	-8,440	Closed	-$247K	–	197
2025 Q4	$247K	Buy	8,440 +4,175	+98%	+$172K	0.17%	147
2025 Q3	$204K	Buy	+4,265	New	+$204K	0.14%	174

Other funds holding SMCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

M.E. Allison & Co's SMCI Position: Q1 2026 in Review

M.E. Allison & Co sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 8,440 shares — an estimated $247K sold.

M.E. Allison & Co first reported a position in SMCI in Q3 2025 and held it in 2 quarters. The position peaked at $247K in Q4 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

M.E. Allison & Co reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
M.E. Allison & Co sold 8,440 Super Micro Computer shares in Q1 2026, an estimated $247K.
M.E. Allison & Co first reported a position in Super Micro Computer in Q3 2025 and held it in 2 quarters.
M.E. Allison & Co's Super Micro Computer position peaked at $247K in Q4 2025.
706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on M.E. Allison & Co's 13F filing for Q1 2026, filed 8 Apr 2026.