Salomon & Ludwin’s Super Micro Computer SMCI Stock Holding History

Salomon & Ludwin’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	–	Sell	-394	Closed	-$11.8K	–	2182
2025 Q4	$11.8K	Buy	394 +199	+102%	+$8.19K	﹤0.01%	1332
2025 Q3	$10.1K	Buy	+195	New	+$9.31K	﹤0.01%	1295

Other funds holding SMCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

Salomon & Ludwin's SMCI Position: Q1 2026 in Review

Salomon & Ludwin sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 394 shares — an estimated $11.8K sold.

Salomon & Ludwin first reported a position in SMCI in Q3 2025 and held it in 2 quarters. The position peaked at $11.8K in Q4 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

Salomon & Ludwin reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
Salomon & Ludwin sold 394 Super Micro Computer shares in Q1 2026, an estimated $11.8K.
Salomon & Ludwin first reported a position in Super Micro Computer in Q3 2025 and held it in 2 quarters.
Salomon & Ludwin's Super Micro Computer position peaked at $11.8K in Q4 2025.
706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.