Wells Fargo
SMCI icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Wells Fargo's SMCI Position: Q1 2026 in Review

Wells Fargo increased its Super Micro Computer (SMCI) stake by 60% in Q1 2026, buying an estimated $55.7M and bringing the position to 4,972,237 shares worth $113M. The position accounts for 0.02% of the portfolio, ranked #588.

Wells Fargo first reported a position in SMCI in Q2 2013 and has held it in 46 quarters since. The position peaked at $195M in Q2 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Wells Fargo held 4,972,237 shares of Super Micro Computer worth $113M as of Q1 2026.
  • Wells Fargo bought 1,856,690 Super Micro Computer shares in Q1 2026, an estimated $55.7M.
  • Super Micro Computer made up 0.02% of Wells Fargo's portfolio in Q1 2026, its #588 holding.
  • Wells Fargo first reported a position in Super Micro Computer in Q2 2013 and has held it in 46 quarters since.
  • Wells Fargo's Super Micro Computer position peaked at $195M in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.