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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
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 $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

Murphy & Mullick Capital Management's SMCI Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Super Micro Computer (SMCI) stake by 46% in Q1 2026, selling an estimated $13.8K and leaving 545 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #448.

Murphy & Mullick Capital Management first reported a position in SMCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.2K in Q3 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Murphy & Mullick Capital Management held 545 shares of Super Micro Computer worth $12.4K as of Q1 2026.
  • Murphy & Mullick Capital Management sold 460 Super Micro Computer shares in Q1 2026, an estimated $13.8K.
  • Super Micro Computer made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #448 holding.
  • Murphy & Mullick Capital Management first reported a position in Super Micro Computer in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's Super Micro Computer position peaked at $57.2K in Q3 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.