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Mezzasalma Advisors’s Super Micro Computer SMCI Stock Holding History

Mezzasalma 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 		$492K Sell
21,603
-360
-2% -$10.8K 0.13% 101
2025
Q4 		$680K Sell
21,963
-2,818
-11% -$116K 0.16% 80
2025
Q3 		$1.19M Sell
24,781
-4,450
-15% -$212K 0.3% 51
2025
Q2 		$1.43M Sell
29,231
-3,420
-10% -$132K 0.43% 42
2025
Q1 		$1.12M Sell
32,651
-2,496
-7% -$94.7K 0.39% 45
2024
Q4 		$1.07M Buy
+35,147
New +$1.28M 0.35% 46
2024
Q3 		– Sell
-43,430
Closed -$3.56M – 87
2024
Q2 		$3.56M Buy
43,430
+18,160
+72% +$1.55M 1.53% 17
2024
Q1 		$2.55M Buy
+25,270
New +$1.85M 1.21% 17

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

Mezzasalma Advisors's SMCI Position: Q1 2026 in Review

Mezzasalma Advisors reduced its Super Micro Computer (SMCI) stake by 1.6% in Q1 2026, selling an estimated $10.8K and leaving 21,603 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #101.

Mezzasalma Advisors first reported a position in SMCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.56M in Q2 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Mezzasalma Advisors held 21,603 shares of Super Micro Computer worth $492K as of Q1 2026.
  • Mezzasalma Advisors sold 360 Super Micro Computer shares in Q1 2026, an estimated $10.8K.
  • Super Micro Computer made up 0.13% of Mezzasalma Advisors's portfolio in Q1 2026, its #101 holding.
  • Mezzasalma Advisors first reported a position in Super Micro Computer in Q1 2024 and has held it in 8 quarters since.
  • Mezzasalma Advisors's Super Micro Computer position peaked at $3.56M in Q2 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.