Tucker Asset Management’s Super Micro Computer SMCI Stock Holding History

Tucker Asset 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	$421K	Sell	14,353 -2,072	-13%	-$66K	0.1%	95
2026 Q1	$374K	Buy	16,425 +13,280	+422%	+$399K	0.11%	72
2025 Q4	$92.1K	Buy	+3,145	New	+$129K	0.03%	203
2025 Q1	–	Sell	-2,660	Closed	-$81.1K	–	831
2024 Q4	$81.1K	Buy	2,660 +450	+20%	+$16.4K	0.01%	276
2024 Q3	$92K	Sell	2,210 -760	-26%	-$46.3K	0.02%	240
2024 Q2	$243K	Buy	2,970 +1,620	+120%	+$138K	0.05%	140
2024 Q1	$136K	Sell	1,350 -15,690	-92%	-$1.15M	0.03%	221
2023 Q4	$484K	Buy	17,040 +13,540	+387%	+$375K	0.12%	67
2023 Q3	$96K	Buy	3,500 +3,000	+600%	+$83.7K	0.03%	221
2023 Q2	$12.5K	Buy	500 +290	+138%	+$4.86K	﹤0.01%	473
2023 Q1	$2.24K	Buy	+210	New	+$1.9K	﹤0.01%	873

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tucker Asset Management's SMCI Position: Q2 2026 in Review

Tucker Asset Management reduced its Super Micro Computer (SMCI) stake by 13% in Q2 2026, selling an estimated $66K and leaving 14,353 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #95.

Tucker Asset Management first reported a position in SMCI in Q1 2023 and has held it in 11 quarters since. The position peaked at $484K in Q4 2023. 772 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Tucker Asset Management held 14,353 shares of Super Micro Computer worth $421K as of Q2 2026.
Tucker Asset Management sold 2,072 Super Micro Computer shares in Q2 2026, an estimated $66K.
Super Micro Computer made up 0.1% of Tucker Asset Management's portfolio in Q2 2026, its #95 holding.
Tucker Asset Management first reported a position in Super Micro Computer in Q1 2023 and has held it in 11 quarters since.
Tucker Asset Management's Super Micro Computer position peaked at $484K in Q4 2023.
772 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.