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Mark Sheptoff Financial Planning’s Super Micro Computer SMCI Stock Holding History

Mark Sheptoff Financial Planning’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
-44
Closed -$1.29K – 563
2025
Q4 		$1.29K Hold
44
– – ﹤0.01% 483
2025
Q3 		$2.11K Sell
44
-756
-95% -$36.1K ﹤0.01% 449
2025
Q2 		$39.2K Buy
800
+100
+14% +$3.85K 0.02% 204
2025
Q1 		$24K Buy
+700
New +$26.6K 0.01% 232
2024
Q3 		– Sell
-750
Closed -$61.5K – 458
2024
Q2 		$61.5K Hold
750
– – 0.03% 163
2024
Q1 		$75.8K Hold
750
– – 0.04% 145
2023
Q4 		$21.3K Hold
750
– – 0.01% 221
2023
Q3 		$20.6K Buy
+750
New +$20.9K 0.01% 209
2014
Q3 		– Sell
-5,000
Closed -$13K – 351
2014
Q2 		$13K Buy
+5,000
New +$10.4K 0.01% 257

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

Mark Sheptoff Financial Planning's SMCI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 44 shares — an estimated $1.29K sold.

Mark Sheptoff Financial Planning first reported a position in SMCI in Q2 2014 and held it in 9 quarters. The position peaked at $75.8K in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 44 Super Micro Computer shares in Q1 2026, an estimated $1.29K.
  • Mark Sheptoff Financial Planning first reported a position in Super Micro Computer in Q2 2014 and held it in 9 quarters.
  • Mark Sheptoff Financial Planning's Super Micro Computer position peaked at $75.8K in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.