Wells Fargo’s Super Micro Computer SMCI Stock Holding History

Wells Fargo’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	$2.35M	Sell	80,000 -4,291,000	-98%	-$137M	﹤0.01%	3456
2026 Q1	$99.5M	Buy	4,371,000 +1,785,900	+69%	+$53.6M	0.02%	632
2025 Q4	$75.7M	Buy	2,585,100 +1,441,100	+126%	+$59.3M	0.01%	730
2025 Q3	$54.8M	Sell	1,144,000 -2,104,000	-65%	-$100M	0.01%	868
2025 Q2	$159M	Buy	3,248,000 +525,800	+19%	+$20.3M	0.03%	399
2025 Q1	$93.2M	Buy	2,722,200 +1,222,200	+81%	+$46.4M	0.02%	566
2024 Q4	$45.7M	Buy	1,500,000 +800,000	+114%	+$29.1M	0.01%	856
2024 Q3	$29.1M	Buy	+700,000	New	+$42.6M	0.01%	1066
2023 Q2	–	Sell	-2,000	Closed	-$21.3K	–	7684
2023 Q1	$21.3K	Buy	+2,000	New	+$18K	﹤0.01%	5610

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

Wells Fargo's SMCI Position: Q2 2026 in Review

Wells Fargo reduced its Super Micro Computer (SMCI) stake by 86% in Q2 2026, selling an estimated $136M and leaving 695,547 shares worth $20.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Wells Fargo first reported a position in SMCI in Q2 2013 and has held it in 47 quarters since. The position peaked at $195M in Q2 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

Wells Fargo held 695,547 shares of Super Micro Computer worth $20.4M as of Q2 2026.
Wells Fargo sold 4,276,690 Super Micro Computer shares in Q2 2026, an estimated $136M.
Super Micro Computer made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1621 holding.
Wells Fargo first reported a position in Super Micro Computer in Q2 2013 and has held it in 47 quarters since.
Wells Fargo's Super Micro Computer position peaked at $195M in Q2 2025.
773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.