Sumitomo Mitsui Trust Group’s Super Micro Computer SMCI Stock Holding History

Sumitomo Mitsui Trust Group’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 Q3	$47.6M	Buy	1,158,768 +19,942	+2%	+$678K	0.03%	449
2026 Q2	$33.4M	Sell	1,138,826 -76,225	-6%	-$2.43M	0.02%	553
2026 Q1	$27.7M	Sell	1,215,051 -41,733	-3%	-$1.25M	0.02%	579
2025 Q4	$36.8M	Sell	1,256,784 -350	-0%	-$14.4K	0.02%	550
2025 Q3	$60.3M	Buy	1,257,134 +37,690	+3%	+$1.8M	0.03%	423
2025 Q2	$59.8M	Sell	1,219,444 -86,066	-7%	-$3.32M	0.04%	414
2025 Q1	$44.7M	Sell	1,305,510 -11,508	-0.9%	-$437K	0.03%	473
2024 Q4	$40.1M	Buy	1,317,018 +70,498	+6%	+$2.56M	0.03%	510
2024 Q3	$51.9M	Buy	1,246,520 +139,360	+13%	+$8.48M	0.04%	442
2024 Q2	$90.7M	Buy	1,107,160 +46,180	+4%	+$3.95M	0.07%	278
2024 Q1	$107M	Buy	1,060,980 +52,370	+5%	+$3.84M	0.07%	279
2023 Q4	$28.7M	Sell	1,008,610 -63,520	-6%	-$1.76M	0.02%	633
2023 Q3	$29.4M	Buy	+1,072,130	New	+$29.9M	0.02%	601

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SMCI Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Super Micro Computer (SMCI) stake by 1.8% in Q3 2026, buying an estimated $678K and bringing the position to 1,158,768 shares worth $47.6M. The position accounts for 0.03% of the portfolio, ranked #449.

Sumitomo Mitsui Trust Group first reported a position in SMCI in Q3 2023 and has held it in 13 quarters since. The position peaked at $107M in Q1 2024. 255 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

Sumitomo Mitsui Trust Group held 1,158,768 shares of Super Micro Computer worth $47.6M as of Q3 2026.
Sumitomo Mitsui Trust Group bought 19,942 Super Micro Computer shares in Q3 2026, an estimated $678K.
Super Micro Computer made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #449 holding.
Sumitomo Mitsui Trust Group first reported a position in Super Micro Computer in Q3 2023 and has held it in 13 quarters since.
Sumitomo Mitsui Trust Group's Super Micro Computer position peaked at $107M in Q1 2024.
255 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.