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 Q3	$130K	Sell	3,177 -317	-9%	-$10.8K	0.01%	713
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

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMCI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Super Micro Computer (SMCI) stake by 9.1% in Q3 2026, selling an estimated $10.8K and leaving 3,177 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #713.

Pinnacle Wealth Planning Services first reported a position in SMCI in Q1 2024 and has held it in 7 quarters since. The position peaked at $762K in Q1 2024. 241 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

Pinnacle Wealth Planning Services held 3,177 shares of Super Micro Computer worth $130K as of Q3 2026.
Pinnacle Wealth Planning Services sold 317 Super Micro Computer shares in Q3 2026, an estimated $10.8K.
Super Micro Computer made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #713 holding.
Pinnacle Wealth Planning Services first reported a position in Super Micro Computer in Q1 2024 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Super Micro Computer position peaked at $762K in Q1 2024.
241 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.