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Three Seasons Wealth’s Super Micro Computer SMCI Stock Holding History

Three Seasons Wealth’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
-7,605
Closed -$223K – 233
2025
Q4 		$223K Buy
+7,605
New +$313K 0.02% 176
2024
Q3 		– Sell
-9,830
Closed -$805K – 114
2024
Q2 		$805K Sell
9,830
-320
-3% -$27.4K 0.45% 45
2024
Q1 		$1.03M Sell
10,150
-7,380
-42% -$541K 0.72% 44
2023
Q4 		$498K Buy
+17,530
New +$486K 0.44% 55

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Three Seasons Wealth's SMCI Position: Q1 2026 in Review

Three Seasons Wealth sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 7,605 shares — an estimated $223K sold.

Three Seasons Wealth first reported a position in SMCI in Q4 2023 and held it in 4 quarters. The position peaked at $1.03M in Q1 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Three Seasons Wealth reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • Three Seasons Wealth sold 7,605 Super Micro Computer shares in Q1 2026, an estimated $223K.
  • Three Seasons Wealth first reported a position in Super Micro Computer in Q4 2023 and held it in 4 quarters.
  • Three Seasons Wealth's Super Micro Computer position peaked at $1.03M in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.