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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Peterson Wealth Services's SMCI Position: Q2 2026 in Review

Peterson Wealth Services increased its Super Micro Computer (SMCI) stake by 45% in Q2 2026, buying an estimated $247K and bringing the position to 24,868 shares worth $729K. The position accounts for 0.16% of the portfolio, ranked #90.

Peterson Wealth Services first reported a position in SMCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.52M in Q1 2024. 272 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Peterson Wealth Services held 24,868 shares of Super Micro Computer worth $729K as of Q2 2026.
Peterson Wealth Services bought 7,740 Super Micro Computer shares in Q2 2026, an estimated $247K.
Super Micro Computer made up 0.16% of Peterson Wealth Services's portfolio in Q2 2026, its #90 holding.
Peterson Wealth Services first reported a position in Super Micro Computer in Q4 2023 and has held it in 10 quarters since.
Peterson Wealth Services's Super Micro Computer position peaked at $1.52M in Q1 2024.
272 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.