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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
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 – 2372
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 $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $93.4B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM