Oppenheimer & Co’s Super Micro Computer SMCI Stock Holding History

Oppenheimer & Co’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	$8.69M	Buy	381,752 +61,482	+19%	+$1.84M	0.11%	205
2025 Q4	$9.37M	Sell	320,270 -7,261	-2%	-$299K	0.13%	167
2025 Q3	$15.7M	Sell	327,531 -84,689	-21%	-$4.04M	0.19%	105
2025 Q2	$20.2M	Sell	412,220 -3,010	-0.7%	-$116K	0.27%	65
2025 Q1	$14.2M	Buy	415,230 +29,678	+8%	+$1.13M	0.21%	91
2024 Q4	$11.8M	Buy	385,552 +27,372	+8%	+$995K	0.18%	120
2024 Q3	$14.9M	Sell	358,180 -103,800	-22%	-$6.32M	0.23%	83
2024 Q2	$37.9M	Buy	461,980 +23,040	+5%	+$1.97M	0.6%	20
2024 Q1	$44.3M	Sell	438,940 -107,270	-20%	-$7.86M	0.74%	17
2023 Q4	$15.5M	Sell	546,210 -92,990	-15%	-$2.58M	0.29%	68
2023 Q3	$17.5M	Sell	639,200 -7,690	-1%	-$214K	0.36%	50
2023 Q2	$16.1M	Sell	646,890 -16,910	-3%	-$283K	0.32%	58
2023 Q1	$7.07M	Buy	663,800 +1,910	+0.3%	+$17.2K	0.15%	159
2022 Q4	$5.43M	Hold	661,890	–	–	0.12%	199
2022 Q3	$3.65M	Sell	661,890 -128,630	-16%	-$733K	0.09%	283
2022 Q2	$3.19M	Sell	790,520 -1,080	-0.1%	-$4.93K	0.07%	338
2022 Q1	$3.01M	Hold	791,600	–	–	0.05%	392
2021 Q4	$3.48M	Hold	791,600	–	–	0.06%	359
2021 Q3	$2.9M	Hold	791,600	–	–	0.05%	391
2021 Q2	$2.79M	Hold	791,600	–	–	0.05%	414
2021 Q1	$3.09M	Sell	791,600 -95,000	-11%	-$323K	0.06%	350
2020 Q4	$2.81M	Sell	886,600 -416,000	-32%	-$1.17M	0.06%	349
2020 Q3	$3.44M	Buy	1,302,600 +20,000	+2%	+$54.6K	0.09%	268
2020 Q2	$3.64M	Sell	1,282,600 -182,500	-12%	-$459K	0.09%	244
2020 Q1	$3.12M	Buy	+1,465,100	New	+$3.72M	0.09%	233
2018 Q3	–	Sell	-2,942,350	Closed	-$6.96M	–	1389
2018 Q2	$6.96M	Sell	2,942,350 -1,813,930	-38%	-$3.96M	0.19%	121
2018 Q1	$8.09M	Buy	4,756,280 +998,490	+27%	+$2M	0.21%	109
2017 Q4	$7.86M	Buy	3,757,790 +232,000	+7%	+$498K	0.2%	112
2017 Q3	$7.79M	Buy	3,525,790 +128,580	+4%	+$329K	0.21%	106
2017 Q2	$8.37M	Sell	3,397,210 -203,930	-6%	-$499K	0.23%	101
2017 Q1	$9.13M	Hold	3,601,140	–	–	0.26%	90
2016 Q4	$10.1M	Sell	3,601,140 -200,000	-5%	-$504K	0.29%	74
2016 Q3	$8.88M	Sell	3,801,140 -350,000	-8%	-$779K	0.26%	85
2016 Q2	$10.3M	Sell	4,151,140 -12,000	-0.3%	-$32.9K	0.31%	73
2016 Q1	$14.2M	Sell	4,163,140 -100,000	-2%	-$299K	0.43%	50
2015 Q4	$10.4M	Sell	4,263,140 -160,150	-4%	-$418K	0.31%	78
2015 Q3	$12.1M	Buy	4,423,290 +636,890	+17%	+$1.69M	0.37%	55
2015 Q2	$11.2M	Buy	3,786,400 +1,816,170	+92%	+$5.98M	0.31%	66
2015 Q1	$6.54M	Sell	1,970,230 -108,990	-5%	-$401K	0.18%	135
2014 Q4	$7.25M	Buy	2,079,220 +581,020	+39%	+$1.81M	0.21%	117
2014 Q3	$4.41M	Sell	1,498,200 -1,070	-0.1%	-$2.77K	0.13%	192
2014 Q2	$3.79M	Buy	1,499,270 +1,070	+0.1%	+$2.22K	0.11%	214
2014 Q1	$2.6M	Hold	1,498,200	–	–	0.08%	311
2013 Q4	$2.57M	Hold	1,498,200	–	–	0.08%	297
2013 Q3	$2.03M	Hold	1,498,200	–	–	0.07%	316
2013 Q2	$1.59M	Buy	+1,498,200	New	+$1.55M	0.06%	363

Other funds holding SMCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

Oppenheimer & Co's SMCI Position: Q1 2026 in Review

Oppenheimer & Co increased its Super Micro Computer (SMCI) stake by 19% in Q1 2026, buying an estimated $1.84M and bringing the position to 381,752 shares worth $8.69M. The position accounts for 0.11% of the portfolio, ranked #205.

Oppenheimer & Co first reported a position in SMCI in Q2 2013 and has held it in 46 quarters since. The position peaked at $44.3M in Q1 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

Oppenheimer & Co held 381,752 shares of Super Micro Computer worth $8.69M as of Q1 2026.
Oppenheimer & Co bought 61,482 Super Micro Computer shares in Q1 2026, an estimated $1.84M.
Super Micro Computer made up 0.11% of Oppenheimer & Co's portfolio in Q1 2026, its #205 holding.
Oppenheimer & Co first reported a position in Super Micro Computer in Q2 2013 and has held it in 46 quarters since.
Oppenheimer & Co's Super Micro Computer position peaked at $44.3M in Q1 2024.
707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.