Triumph Capital Management’s Super Micro Computer SMCI Stock Holding History

Triumph Capital Management’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	$232K	Sell	7,905 -2,500	-24%	-$79.6K	0.04%	335
2026 Q1	$237K	Hold	10,405	–	–	0.05%	307
2025 Q4	$305K	Buy	10,405 +1,705	+20%	+$70.2K	0.07%	248
2025 Q3	$417K	Buy	8,700 +500	+6%	+$23.9K	0.11%	192
2025 Q2	$402K	Sell	8,200 -1,120	-12%	-$43.2K	0.12%	190
2025 Q1	$319K	Sell	9,320 -580	-6%	-$22K	0.11%	209
2024 Q4	$302K	Buy	+9,900	New	+$360K	0.1%	213
2024 Q2	–	Sell	-2,320	Closed	-$241K	–	270
2024 Q1	$241K	Buy	+2,320	New	+$170K	0.1%	193

Other funds holding SMCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Triumph Capital Management's SMCI Position: Q2 2026 in Review

Triumph Capital Management reduced its Super Micro Computer (SMCI) stake by 24% in Q2 2026, selling an estimated $79.6K and leaving 7,905 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #335.

Triumph Capital Management first reported a position in SMCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $417K in Q3 2025. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Triumph Capital Management held 7,905 shares of Super Micro Computer worth $232K as of Q2 2026.
Triumph Capital Management sold 2,500 Super Micro Computer shares in Q2 2026, an estimated $79.6K.
Super Micro Computer made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #335 holding.
Triumph Capital Management first reported a position in Super Micro Computer in Q1 2024 and has held it in 8 quarters since.
Triumph Capital Management's Super Micro Computer position peaked at $417K in Q3 2025.
767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.