Pinnacle Wealth Planning Services’s Super Micro Computer SMCI Stock Holding History

Pinnacle Wealth Planning 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	$102K	Buy	3,494 +475	+16%	+$15.1K	0.01%	852
2026 Q1	$68.7K	Buy	3,019 +550	+22%	+$16.5K	0.01%	1016
2025 Q4	$72.3K	Buy	+2,469	New	+$102K	0.01%	970
2024 Q4	–	Sell	-7,940	Closed	-$331K	–	540
2024 Q3	$331K	Buy	7,940 +1,890	+31%	+$115K	0.04%	281
2024 Q2	$496K	Sell	6,050 -1,490	-20%	-$127K	0.07%	181
2024 Q1	$762K	Buy	+7,540	New	+$552K	0.11%	121

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMCI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Super Micro Computer (SMCI) stake by 16% in Q2 2026, buying an estimated $15.1K and bringing the position to 3,494 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #852.

Pinnacle Wealth Planning Services first reported a position in SMCI in Q1 2024 and has held it in 6 quarters since. The position peaked at $762K in Q1 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Pinnacle Wealth Planning Services held 3,494 shares of Super Micro Computer worth $102K as of Q2 2026.
Pinnacle Wealth Planning Services bought 475 Super Micro Computer shares in Q2 2026, an estimated $15.1K.
Super Micro Computer made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #852 holding.
Pinnacle Wealth Planning Services first reported a position in Super Micro Computer in Q1 2024 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Super Micro Computer position peaked at $762K in Q1 2024.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.