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Sowell Financial Services’s Super Micro Computer SMCI Stock Holding History

Sowell Financial 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
Q2 		$446K Buy
15,190
+1,817
+14% +$57.9K 0.01% 689
2026
Q1 		$305K Buy
13,373
+246
+2% +$7.38K 0.01% 831
2025
Q4 		$384K Sell
13,127
-2,453
-16% -$101K 0.01% 733
2025
Q3 		$747K Sell
15,580
-549
-3% -$26.2K 0.03% 512
2025
Q2 		$790K Buy
16,129
+1,354
+9% +$52.2K 0.03% 478
2025
Q1 		$506K Buy
14,775
+1,550
+12% +$58.8K 0.02% 580
2024
Q4 		$403K Buy
+13,225
New +$481K 0.02% 430
2021
Q2 		– Sell
-3,230
Closed -$12K – 2369
2021
Q1 		$12K Buy
3,230
+2,980
+1,192% +$10.1K ﹤0.01% 2248
2020
Q4 		$1K Hold
250
– – ﹤0.01% 2616
2020
Q3 		$1K Buy
+250
New +$683 ﹤0.01% 2425

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sowell Financial Services's SMCI Position: Q2 2026 in Review

Sowell Financial Services increased its Super Micro Computer (SMCI) stake by 14% in Q2 2026, buying an estimated $57.9K and bringing the position to 15,190 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #689.

Sowell Financial Services first reported a position in SMCI in Q3 2020 and has held it in 10 quarters since. The position peaked at $790K in Q2 2025. 770 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Sowell Financial Services held 15,190 shares of Super Micro Computer worth $446K as of Q2 2026.
  • Sowell Financial Services bought 1,817 Super Micro Computer shares in Q2 2026, an estimated $57.9K.
  • Super Micro Computer made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #689 holding.
  • Sowell Financial Services first reported a position in Super Micro Computer in Q3 2020 and has held it in 10 quarters since.
  • Sowell Financial Services's Super Micro Computer position peaked at $790K in Q2 2025.
  • 770 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.