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Medallion Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Medallion Wealth Advisors’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 		$7.97K Sell
350
-200
-36% -$6K ﹤0.01% 798
2025
Q4 		$16.1K Buy
550
+490
+817% +$20.2K 0.01% 679
2025
Q3 		$2.88K Sell
60
-15
-20% -$716 ﹤0.01% 933
2025
Q2 		$3.54K Hold
75
– – ﹤0.01% 887
2025
Q1 		$2.63K Sell
75
-250
-77% -$9.49K ﹤0.01% 885
2024
Q4 		$9.91K Buy
+325
New +$11.8K ﹤0.01% 667

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

Medallion Wealth Advisors's SMCI Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Super Micro Computer (SMCI) stake by 36% in Q1 2026, selling an estimated $6K and leaving 350 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Medallion Wealth Advisors first reported a position in SMCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.1K in Q4 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Medallion Wealth Advisors held 350 shares of Super Micro Computer worth $7.97K as of Q1 2026.
  • Medallion Wealth Advisors sold 200 Super Micro Computer shares in Q1 2026, an estimated $6K.
  • Super Micro Computer made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #798 holding.
  • Medallion Wealth Advisors first reported a position in Super Micro Computer in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Super Micro Computer position peaked at $16.1K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.