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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
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
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

Pinnacle Wealth Planning Services's SMCI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Super Micro Computer (SMCI) stake by 22% in Q1 2026, buying an estimated $16.5K and bringing the position to 3,019 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #1016.

Pinnacle Wealth Planning Services first reported a position in SMCI in Q1 2024 and has held it in 5 quarters since. The position peaked at $762K in Q1 2024. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,019 shares of Super Micro Computer worth $68.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 550 Super Micro Computer shares in Q1 2026, an estimated $16.5K.
  • Super Micro Computer made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1016 holding.
  • Pinnacle Wealth Planning Services first reported a position in Super Micro Computer in Q1 2024 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Super Micro Computer position peaked at $762K in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.