MAM
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Milestone Asset Management’s Super Micro Computer SMCI Stock Holding History

Milestone Asset 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
2026
Q1 		– Sell
-14,094
Closed -$413K – 256
2025
Q4 		$413K Buy
14,094
+4,657
+49% +$192K 0.08% 164
2025
Q3 		$452K Buy
+9,437
New +$451K 0.09% 156
2024
Q4 		– Sell
-17,830
Closed -$742K – 237
2024
Q3 		$742K Buy
+17,830
New +$1.09M 0.17% 109

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

Milestone Asset Management's SMCI Position: Q1 2026 in Review

Milestone Asset Management sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 14,094 shares — an estimated $413K sold.

Milestone Asset Management first reported a position in SMCI in Q3 2024 and held it in 3 quarters. The position peaked at $742K in Q3 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Milestone Asset Management reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 14,094 Super Micro Computer shares in Q1 2026, an estimated $413K.
  • Milestone Asset Management first reported a position in Super Micro Computer in Q3 2024 and held it in 3 quarters.
  • Milestone Asset Management's Super Micro Computer position peaked at $742K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.