WMG Financial Advisors’s Super Micro Computer SMCI Stock Holding History

WMG Financial Advisors’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	$264K	Sell	9,009 -6,510	-42%	-$207K	0.1%	80
2026 Q1	$353K	Buy	15,519 +6,763	+77%	+$203K	0.15%	67
2025 Q4	$256K	Buy	8,756 +2,900	+50%	+$119K	0.11%	87
2025 Q3	$281K	Sell	5,856 -1,000	-15%	-$47.7K	0.09%	152
2025 Q2	$336K	Sell	6,856 -1,003	-13%	-$38.7K	0.12%	115
2025 Q1	$269K	Buy	7,859 +1,253	+19%	+$47.5K	0.11%	127
2024 Q4	$201K	Buy	+6,606	New	+$240K	0.09%	161
2024 Q3	–	Sell	-3,450	Closed	-$283K	–	178
2024 Q2	$283K	Sell	3,450 -10	-0.3%	-$855	0.15%	101
2024 Q1	$349K	Buy	+3,460	New	+$254K	0.2%	82

Other funds holding SMCI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WMG Financial Advisors's SMCI Position: Q2 2026 in Review

WMG Financial Advisors reduced its Super Micro Computer (SMCI) stake by 42% in Q2 2026, selling an estimated $207K and leaving 9,009 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #80.

WMG Financial Advisors first reported a position in SMCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $353K in Q1 2026. 272 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

WMG Financial Advisors held 9,009 shares of Super Micro Computer worth $264K as of Q2 2026.
WMG Financial Advisors sold 6,510 Super Micro Computer shares in Q2 2026, an estimated $207K.
Super Micro Computer made up 0.1% of WMG Financial Advisors's portfolio in Q2 2026, its #80 holding.
WMG Financial Advisors first reported a position in Super Micro Computer in Q1 2024 and has held it in 9 quarters since.
WMG Financial Advisors's Super Micro Computer position peaked at $353K in Q1 2026.
272 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.