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Tyler-Stone Wealth Management’s Super Micro Computer SMCI Stock Holding History

Tyler-Stone Wealth 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
2025
Q2 		– Sell
-27,400
Closed -$938K – 338
2025
Q1 		$938K Sell
27,400
-3,140
-10% -$119K 0.17% 114
2024
Q4 		$931K Buy
+30,540
New +$1.11M 0.17% 114
2024
Q3 		– Sell
-2,930
Closed -$240K – 838
2024
Q2 		$240K Buy
2,930
+880
+43% +$75.2K 0.1% 175
2024
Q1 		$207K Buy
+2,050
New +$150K 0.09% 190

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's SMCI Position: Q2 2025 in Review

Tyler-Stone Wealth Management sold out of Super Micro Computer (SMCI) in Q2 2025, closing a stake of 27,400 shares — an estimated $938K sold.

Tyler-Stone Wealth Management first reported a position in SMCI in Q1 2024 and held it in 4 quarters. The position peaked at $938K in Q1 2025. 832 funds tracked by Wall St. Rank hold SMCI as of Q2 2025.

  • Tyler-Stone Wealth Management reported no remaining Super Micro Computer position as of Q2 2025 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 27,400 Super Micro Computer shares in Q2 2025, an estimated $938K.
  • Tyler-Stone Wealth Management first reported a position in Super Micro Computer in Q1 2024 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Super Micro Computer position peaked at $938K in Q1 2025.
  • 832 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.