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North Star Investment Management’s Super Micro Computer SMCI Stock Holding History

North Star 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
Q1 		$30.6K Buy
1,346
+66
+5% +$1.98K ﹤0.01% 836
2025
Q4 		$37.5K Hold
1,280
– – ﹤0.01% 729
2025
Q3 		$61.4K Sell
1,280
-600
-32% -$28.6K ﹤0.01% 615
2025
Q2 		$92.1K Buy
1,880
+680
+57% +$26.2K 0.01% 536
2025
Q1 		$41.1K Hold
1,200
– – ﹤0.01% 648
2024
Q4 		$36.6K Buy
+1,200
New +$43.6K ﹤0.01% 675

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

North Star Investment Management's SMCI Position: Q1 2026 in Review

North Star Investment Management increased its Super Micro Computer (SMCI) stake by 5.2% in Q1 2026, buying an estimated $1.98K and bringing the position to 1,346 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

North Star Investment Management first reported a position in SMCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.1K in Q2 2025. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • North Star Investment Management held 1,346 shares of Super Micro Computer worth $30.6K as of Q1 2026.
  • North Star Investment Management bought 66 Super Micro Computer shares in Q1 2026, an estimated $1.98K.
  • Super Micro Computer made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #836 holding.
  • North Star Investment Management first reported a position in Super Micro Computer in Q4 2024 and has held it in 6 quarters since.
  • North Star Investment Management's Super Micro Computer position peaked at $92.1K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.