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New York Life Investment Management’s Super Micro Computer SMCI Stock Holding History

New York Life Investment 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 		$2.29M Buy
78,220
+8,353
+12% +$266K 0.02% 530
2026
Q1 		$1.59M Buy
69,867
+1,133
+2% +$34K 0.01% 584
2025
Q4 		$2.01M Buy
68,734
+671
+1% +$27.6K 0.02% 523
2025
Q3 		$3.26M Sell
68,063
-1,723
-2% -$82.3K 0.03% 432
2025
Q2 		$3.42M Buy
69,786
+2,435
+4% +$93.9K 0.03% 410
2025
Q1 		$2.31M Sell
67,351
-234
-0.3% -$8.88K 0.02% 508
2024
Q4 		$2.06M Buy
67,585
+525
+0.8% +$19.1K 0.02% 542
2024
Q3 		$2.79M Sell
67,060
-2,220
-3% -$135K 0.03% 494
2024
Q2 		$5.68M Buy
69,280
+2,630
+4% +$225K 0.06% 301
2024
Q1 		$6.73M Buy
+66,650
New +$4.88M 0.07% 260
2023
Q1 		– Sell
-149,000
Closed -$1.22M – 1371
2022
Q4 		$1.22M Buy
149,000
+15,980
+12% +$122K 0.01% 599
2022
Q3 		$733K Buy
133,020
+10,520
+9% +$59.9K 0.01% 646
2022
Q2 		$494K Buy
+122,500
New +$559K 0.01% 728

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 $3.38T AUM 44.17% 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

New York Life Investment Management's SMCI Position: Q2 2026 in Review

New York Life Investment Management increased its Super Micro Computer (SMCI) stake by 12% in Q2 2026, buying an estimated $266K and bringing the position to 78,220 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #530.

New York Life Investment Management first reported a position in SMCI in Q2 2022 and has held it in 13 quarters since. The position peaked at $6.73M in Q1 2024. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • New York Life Investment Management held 78,220 shares of Super Micro Computer worth $2.29M as of Q2 2026.
  • New York Life Investment Management bought 8,353 Super Micro Computer shares in Q2 2026, an estimated $266K.
  • Super Micro Computer made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #530 holding.
  • New York Life Investment Management first reported a position in Super Micro Computer in Q2 2022 and has held it in 13 quarters since.
  • New York Life Investment Management's Super Micro Computer position peaked at $6.73M in Q1 2024.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.