Peterson Wealth Services’s Super Micro Computer SMCI Stock Holding History

Peterson Wealth Services’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 Q3	$1.14M	Buy	27,864 +2,996	+12%	+$102K	0.24%	67
2026 Q2	$729K	Buy	24,868 +7,740	+45%	+$247K	0.16%	90
2026 Q1	$390K	Buy	17,128 +15,854	+1,244%	+$476K	0.1%	99
2025 Q4	$37.3K	Buy	1,274 +933	+274%	+$38.4K	0.01%	157
2025 Q3	$1.01M	Sell	341 -17,433	-98%	-$832K	0.25%	64
2025 Q2	$871K	Buy	17,774 +471	+3%	+$18.2K	0.24%	64
2025 Q1	$592K	Buy	+17,303	New	+$657K	0.18%	78
2024 Q4	–	Sell	-18,340	Closed	-$764K	–	233
2024 Q3	$764K	Buy	18,340 +3,690	+25%	+$225K	0.24%	78
2024 Q2	$1.2M	Sell	14,650 -420	-3%	-$35.9K	0.42%	56
2024 Q1	$1.52M	Buy	15,070 +8,030	+114%	+$588K	0.55%	51
2023 Q4	$200K	Buy	+7,040	New	+$195K	0.09%	104

Other funds holding SMCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Peterson Wealth Services's SMCI Position: Q3 2026 in Review

Peterson Wealth Services increased its Super Micro Computer (SMCI) stake by 12% in Q3 2026, buying an estimated $102K and bringing the position to 27,864 shares worth $1.14M. The position accounts for 0.24% of the portfolio, ranked #67.

Peterson Wealth Services first reported a position in SMCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2024. 402 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

Peterson Wealth Services held 27,864 shares of Super Micro Computer worth $1.14M as of Q3 2026.
Peterson Wealth Services bought 2,996 Super Micro Computer shares in Q3 2026, an estimated $102K.
Super Micro Computer made up 0.24% of Peterson Wealth Services's portfolio in Q3 2026, its #67 holding.
Peterson Wealth Services first reported a position in Super Micro Computer in Q4 2023 and has held it in 11 quarters since.
Peterson Wealth Services's Super Micro Computer position peaked at $1.52M in Q1 2024.
402 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.