WSC
SMCI icon

Wellington Shields & Co’s Super Micro Computer SMCI Stock Holding History

Wellington Shields & Co’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
-7,269
Closed -$348K – 341
2025
Q3 		$348K Buy
+7,269
New +$347K 0.09% 173
2024
Q3 		– Sell
-10,750
Closed -$881K – 321
2024
Q2 		$881K Sell
10,750
-850
-7% -$72.7K 0.29% 86
2024
Q1 		$1.17M Sell
11,600
-410
-3% -$30K 0.39% 59
2023
Q4 		$341K Buy
+12,010
New +$333K 0.13% 149

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Shields & Co's SMCI Position: Q4 2025 in Review

Wellington Shields & Co sold out of Super Micro Computer (SMCI) in Q4 2025, closing a stake of 7,269 shares — an estimated $348K sold.

Wellington Shields & Co first reported a position in SMCI in Q4 2023 and held it in 4 quarters. The position peaked at $1.17M in Q1 2024. 756 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

  • Wellington Shields & Co reported no remaining Super Micro Computer position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 7,269 Super Micro Computer shares in Q4 2025, an estimated $348K.
  • Wellington Shields & Co first reported a position in Super Micro Computer in Q4 2023 and held it in 4 quarters.
  • Wellington Shields & Co's Super Micro Computer position peaked at $1.17M in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

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