Royal London Asset Management
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Royal London Asset Management’s Super Micro Computer SMCI Stock Holding History

Royal London Asset Management’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 		$1.35M Sell
59,235
-438
-0.7% -$13.1K ﹤0.01% 590
2025
Q4 		$1.75M Sell
59,673
-297
-0.5% -$12.2K ﹤0.01% 582
2025
Q3 		$2.87M Sell
59,970
-2,267
-4% -$108K 0.01% 558
2025
Q2 		$3.05M Hold
62,237
– – 0.01% 581
2025
Q1 		$2.13M Buy
62,237
+25,040
+67% +$950K 0.01% 604
2024
Q4 		$1.13M Sell
37,197
-257,633
-87% -$9.36M ﹤0.01% 603
2024
Q3 		$12.3M Buy
294,830
+217,210
+280% +$13.2M 0.03% 384
2024
Q2 		$6.36M Sell
77,620
-2,220
-3% -$190K 0.02% 494
2024
Q1 		$8.06M Buy
+79,840
New +$5.85M 0.02% 446

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Royal London Asset Management's SMCI Position: Q1 2026 in Review

Royal London Asset Management reduced its Super Micro Computer (SMCI) stake by 0.73% in Q1 2026, selling an estimated $13.1K and leaving 59,235 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Royal London Asset Management first reported a position in SMCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.3M in Q3 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Royal London Asset Management held 59,235 shares of Super Micro Computer worth $1.35M as of Q1 2026.
  • Royal London Asset Management sold 438 Super Micro Computer shares in Q1 2026, an estimated $13.1K.
  • Super Micro Computer made up ﹤0.01% of Royal London Asset Management's portfolio in Q1 2026, its #590 holding.
  • Royal London Asset Management first reported a position in Super Micro Computer in Q1 2024 and has held it in 9 quarters since.
  • Royal London Asset Management's Super Micro Computer position peaked at $12.3M in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.