SSG
SMCI icon

Summit Securities Group’s Super Micro Computer SMCI Stock Holding History

Summit Securities 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
Q1 		– Sell
-200
Closed -$5.85K – 1341
2025
Q4 		$5.85K Buy
+200
New +$8.23K ﹤0.01% 928
2025
Q2 		– Sell
-7,000
Closed -$240K – 1402
2025
Q1 		$240K Buy
7,000
+2,000
+40% +$75.9K 0.04% 161
2024
Q4 		$152K Sell
5,000
-3,000
-38% -$109K 0.03% 203
2024
Q3 		$33K Buy
+8,000
New +$487K 0.01% 270

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

Summit Securities Group's SMCI Position: Q1 2026 in Review

Summit Securities Group reduced its Super Micro Computer (SMCI) stake by 89% in Q1 2026, selling an estimated $19.9K and leaving 83 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Summit Securities Group first reported a position in SMCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.5K in Q3 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Summit Securities Group held 83 shares of Super Micro Computer worth $1.89K as of Q1 2026.
  • Summit Securities Group sold 663 Super Micro Computer shares in Q1 2026, an estimated $19.9K.
  • Super Micro Computer made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #948 holding.
  • Summit Securities Group first reported a position in Super Micro Computer in Q2 2025 and has held it in 4 quarters since.
  • Summit Securities Group's Super Micro Computer position peaked at $41.5K in Q3 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.