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Murphy & Mullick Capital Management’s Super Micro Computer SMCI Stock Holding History

Murphy & Mullick Capital 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
Q2 		$15.1K Sell
515
-30
-6% -$956 0.01% 445
2026
Q1 		$12.4K Sell
545
-460
-46% -$13.8K 0.01% 448
2025
Q4 		$29.4K Sell
1,005
-160
-14% -$6.59K 0.02% 361
2025
Q3 		$57.2K Buy
1,165
+345
+42% +$16.5K 0.04% 265
2025
Q2 		$46.2K Buy
820
+500
+156% +$19.3K 0.04% 276
2025
Q1 		$11K Buy
320
+30
+10% +$1.14K 0.01% 427
2024
Q4 		$8.84K Buy
+290
New +$10.5K 0.01% 447

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Murphy & Mullick Capital Management's SMCI Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Super Micro Computer (SMCI) stake by 5.5% in Q2 2026, selling an estimated $956 and leaving 515 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #445.

Murphy & Mullick Capital Management first reported a position in SMCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.2K in Q3 2025. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Murphy & Mullick Capital Management held 515 shares of Super Micro Computer worth $15.1K as of Q2 2026.
  • Murphy & Mullick Capital Management sold 30 Super Micro Computer shares in Q2 2026, an estimated $956.
  • Super Micro Computer made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #445 holding.
  • Murphy & Mullick Capital Management first reported a position in Super Micro Computer in Q4 2024 and has held it in 7 quarters since.
  • Murphy & Mullick Capital Management's Super Micro Computer position peaked at $57.2K in Q3 2025.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.