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Wellington Shields Capital Management’s Super Micro Computer SMCI Stock Holding History

Wellington Shields 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
2025
Q4 		– Sell
-3,250
Closed -$156K – 342
2025
Q3 		$156K Buy
+3,250
New +$155K 0.02% 260
2024
Q3 		– Sell
-2,350
Closed -$193K – 322
2024
Q2 		$193K Buy
2,350
+450
+24% +$38.5K 0.04% 233
2024
Q1 		$192K Buy
+1,900
New +$139K 0.04% 236

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Shields Capital Management's SMCI Position: Q4 2025 in Review

Wellington Shields Capital Management sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 3,250 shares — an estimated $156K sold.

Wellington Shields Capital Management first reported a position in SMCI in Q1 2024 and held it in 3 quarters. The position peaked at $193K in Q2 2024. 759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Wellington Shields Capital Management reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 3,250 Super Micro Computer shares in Q4 2025, an estimated $156K.
  • Wellington Shields Capital Management first reported a position in Super Micro Computer in Q1 2024 and held it in 3 quarters.
  • Wellington Shields Capital Management's Super Micro Computer position peaked at $193K in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

Based on Wellington Shields Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.