Sumitomo Mitsui Trust Group
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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
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 		$5.19M Buy
1,246,520
+139,360
+13% +$8.48M ﹤0.01% 751
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

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

Sumitomo Mitsui Trust Group's SMCI Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Super Micro Computer (SMCI) stake by 6.3% in Q2 2026, selling an estimated $2.43M and leaving 1,138,826 shares worth $33.4M. The position accounts for 0.02% of the portfolio, ranked #553.

Sumitomo Mitsui Trust Group first reported a position in SMCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $107M in Q1 2024. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,138,826 shares of Super Micro Computer worth $33.4M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 76,225 Super Micro Computer shares in Q2 2026, an estimated $2.43M.
  • Super Micro Computer made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #553 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Super Micro Computer in Q3 2023 and has held it in 12 quarters since.
  • Sumitomo Mitsui Trust Group's Super Micro Computer position peaked at $107M in Q1 2024.
  • 772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.