Sigma Planning Corp’s Super Micro Computer SMCI Stock Holding History

Sigma Planning Corp’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	$625K	Buy	21,322 +3,308	+18%	+$105K	0.02%	812
2026 Q1	$410K	Sell	18,014 -5,660	-24%	-$170K	0.01%	926
2025 Q4	$691K	Sell	23,674 -2,242	-9%	-$92.3K	0.02%	674
2025 Q3	$1.24M	Sell	25,916 -1,153	-4%	-$55.1K	0.04%	454
2025 Q2	$1.33M	Buy	27,069 +3,990	+17%	+$154K	0.04%	414
2025 Q1	$790K	Buy	23,079 +8,738	+61%	+$332K	0.03%	565
2024 Q4	$437K	Sell	14,341 -25,159	-64%	-$914K	0.01%	786
2024 Q3	$1.64M	Buy	39,500 +7,920	+25%	+$482K	0.05%	346
2024 Q2	$2.59M	Buy	31,580 +13,550	+75%	+$1.16M	0.08%	233
2024 Q1	$1.82M	Sell	18,030 -14,840	-45%	-$1.09M	0.06%	336
2023 Q4	$934K	Sell	32,870 -24,900	-43%	-$690K	0.07%	284
2023 Q3	$1.58M	Buy	+57,770	New	+$1.61M	0.06%	324
2020 Q3	–	Sell	-82,500	Closed	-$234K	–	1154
2020 Q2	$234K	Buy	+82,500	New	+$208K	0.01%	875

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sigma Planning Corp's SMCI Position: Q2 2026 in Review

Sigma Planning Corp increased its Super Micro Computer (SMCI) stake by 18% in Q2 2026, buying an estimated $105K and bringing the position to 21,322 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #812.

Sigma Planning Corp first reported a position in SMCI in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.59M in Q2 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Sigma Planning Corp held 21,322 shares of Super Micro Computer worth $625K as of Q2 2026.
Sigma Planning Corp bought 3,308 Super Micro Computer shares in Q2 2026, an estimated $105K.
Super Micro Computer made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #812 holding.
Sigma Planning Corp first reported a position in Super Micro Computer in Q2 2020 and has held it in 13 quarters since.
Sigma Planning Corp's Super Micro Computer position peaked at $2.59M in Q2 2024.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.