SFS
SMCI icon

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

Stiles 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 		$796K Sell
34,975
-3,860
-10% -$116K 0.24% 92
2025
Q4 		$1.14M Buy
38,835
+11,520
+42% +$474K 0.35% 79
2025
Q3 		$1.31M Buy
27,315
+5,345
+24% +$255K 0.41% 72
2025
Q2 		$1.08M Buy
21,970
+2,500
+13% +$96.4K 0.37% 79
2025
Q1 		$667K Buy
19,470
+8,120
+72% +$308K 0.26% 96
2024
Q4 		$346K Buy
11,350
+600
+6% +$21.8K 0.13% 135
2024
Q3 		$448K Buy
10,750
+6,500
+153% +$396K 0.16% 122
2024
Q2 		$348K Buy
4,250
+1,460
+52% +$125K 0.13% 130
2024
Q1 		$282K Buy
+2,790
New +$204K 0.11% 147

Other funds holding SMCI

BlackRock
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
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 $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Stiles Financial Services's SMCI Position: Q1 2026 in Review

Stiles Financial Services reduced its Super Micro Computer (SMCI) stake by 9.9% in Q1 2026, selling an estimated $116K and leaving 34,975 shares worth $796K. The position accounts for 0.24% of the portfolio, ranked #92.

Stiles Financial Services first reported a position in SMCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Stiles Financial Services held 34,975 shares of Super Micro Computer worth $796K as of Q1 2026.
  • Stiles Financial Services sold 3,860 Super Micro Computer shares in Q1 2026, an estimated $116K.
  • Super Micro Computer made up 0.24% of Stiles Financial Services's portfolio in Q1 2026, its #92 holding.
  • Stiles Financial Services first reported a position in Super Micro Computer in Q1 2024 and has held it in 9 quarters since.
  • Stiles Financial Services's Super Micro Computer position peaked at $1.31M in Q3 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.