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Perigon Wealth Management’s Super Micro Computer SMCI Stock Holding History

Perigon Wealth 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 		– Hold
0
– -$37.4K – 1402
2025
Q4 		– Hold
0
– – – 1303
2025
Q3 		– Hold
0
– – – 1013
2025
Q2 		– Hold
0
– -$82.7K – 1105
2025
Q1 		– Hold
0
– – – 1011
2024
Q4 		– Hold
0
– – – 1013

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

Perigon Wealth Management's SMCI Position: Q1 2026 in Review

Perigon Wealth Management increased its Super Micro Computer (SMCI) stake by 111% in Q1 2026, buying an estimated $449K and bringing the position to 28,487 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #675.

Perigon Wealth Management first reported a position in SMCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q2 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Perigon Wealth Management held 28,487 shares of Super Micro Computer worth $649K as of Q1 2026.
  • Perigon Wealth Management bought 14,979 Super Micro Computer shares in Q1 2026, an estimated $449K.
  • Super Micro Computer made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #675 holding.
  • Perigon Wealth Management first reported a position in Super Micro Computer in Q4 2023 and has held it in 10 quarters since.
  • Perigon Wealth Management's Super Micro Computer position peaked at $1.71M in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.