Salem Investment Counselors’s Super Micro Computer SMCI Stock Holding History

Salem Investment Counselors’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	$45K	Buy	1,535 +440	+40%	+$14K	﹤0.01%	633
2026 Q1	$24.9K	Buy	+1,095	New	+$32.9K	﹤0.01%	711
2025 Q4	–	Sell	-1,000	Closed	-$47.9K	–	1013
2025 Q3	$47.9K	Hold	1,000	–	–	﹤0.01%	603
2025 Q2	$49K	Hold	1,000	–	–	﹤0.01%	589
2025 Q1	$34.2K	Hold	1,000	–	–	﹤0.01%	633
2024 Q4	$30.5K	Buy	+1,000	New	+$36.3K	﹤0.01%	667
2024 Q3	–	Sell	-70,770	Closed	-$5.8M	–	1222
2024 Q2	$5.8M	Buy	70,770 +19,100	+37%	+$1.63M	0.19%	81
2024 Q1	$5.22M	Sell	51,670 -4,230	-8%	-$310K	0.17%	88
2023 Q4	$1.59M	Buy	+55,900	New	+$1.55M	0.05%	149

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

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Salem Investment Counselors's SMCI Position: Q2 2026 in Review

Salem Investment Counselors increased its Super Micro Computer (SMCI) stake by 40% in Q2 2026, buying an estimated $14K and bringing the position to 1,535 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Salem Investment Counselors first reported a position in SMCI in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.8M in Q2 2024. 238 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Salem Investment Counselors held 1,535 shares of Super Micro Computer worth $45K as of Q2 2026.
Salem Investment Counselors bought 440 Super Micro Computer shares in Q2 2026, an estimated $14K.
Super Micro Computer made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #633 holding.
Salem Investment Counselors first reported a position in Super Micro Computer in Q4 2023 and has held it in 9 quarters since.
Salem Investment Counselors's Super Micro Computer position peaked at $5.8M in Q2 2024.
238 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.