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Meridian Wealth Management’s Super Micro Computer SMCI Stock Holding History

Meridian Wealth Management’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
-6,685
Closed -$320K – 778
2025
Q3 		$320K Buy
6,685
+1,312
+24% +$62.6K 0.01% 568
2025
Q2 		$263K Sell
5,373
-2,403
-31% -$92.6K 0.01% 582
2025
Q1 		$266K Buy
+7,776
New +$295K 0.01% 543
2024
Q4 		– Sell
-6,480
Closed -$270K – 660
2024
Q3 		$270K Buy
+6,480
New +$394K 0.01% 546
2024
Q1 		– Sell
-9,250
Closed -$263K – 472
2023
Q4 		$263K Sell
9,250
-350
-4% -$9.7K 0.02% 519
2023
Q3 		$263K Buy
+9,600
New +$268K 0.02% 471

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Meridian Wealth Management's SMCI Position: Q4 2025 in Review

Meridian Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 6,685 shares — an estimated $320K sold.

Meridian Wealth Management first reported a position in SMCI in Q3 2023 and held it in 6 quarters. The position peaked at $320K in Q3 2025. 757 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Meridian Wealth Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 6,685 Super Micro Computer shares in Q4 2025, an estimated $320K.
  • Meridian Wealth Management first reported a position in Super Micro Computer in Q3 2023 and held it in 6 quarters.
  • Meridian Wealth Management's Super Micro Computer position peaked at $320K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.