Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simply Good Foods SMPL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Buy
17,273
+11,600
+204% +$200K ﹤0.01% 2543
2025
Q4 		$114K Buy
5,673
+3,068
+118% +$63.8K ﹤0.01% 2974
2025
Q3 		$65K Buy
2,605
+2,017
+343% +$59.6K ﹤0.01% 3319
2025
Q2 		$19K Sell
588
-257
-30% -$8.94K ﹤0.01% 3956
2025
Q1 		$29K Sell
845
-53
-6% -$1.92K ﹤0.01% 3423
2024
Q4 		$35K Buy
898
+241
+37% +$8.83K ﹤0.01% 3061
2024
Q3 		$23K Sell
657
-1
-0.2% -$34 ﹤0.01% 3278
2024
Q2 		$24K Buy
658
+114
+21% +$4.07K ﹤0.01% 3002
2024
Q1 		$19K Buy
544
+147
+37% +$5.42K ﹤0.01% 2951
2023
Q4 		$16K Sell
397
-135
-25% -$5.04K ﹤0.01% 2920
2023
Q3 		$18K Sell
532
-51
-9% -$1.83K ﹤0.01% 2761
2023
Q2 		$21K Sell
583
-4
-0.7% -$147 ﹤0.01% 2616
2023
Q1 		$23K Buy
587
+41
+8% +$1.51K ﹤0.01% 2412
2022
Q4 		$21K Buy
546
+36
+7% +$1.33K ﹤0.01% 2338
2022
Q3 		$16K Buy
510
+29
+6% +$952 ﹤0.01% 2395
2022
Q2 		$18K Buy
481
+101
+27% +$4K ﹤0.01% 2204
2022
Q1 		$14K Buy
+380
New +$14.2K ﹤0.01% 2308

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMPL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Simply Good Foods (SMPL) stake by 204% in Q1 2026, buying an estimated $200K and bringing the position to 17,273 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Carson Wealth (CWM LLC) first reported a position in SMPL in Q1 2022 and has held it in 17 quarters since. 277 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,273 shares of Simply Good Foods worth $248K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,600 Simply Good Foods shares in Q1 2026, an estimated $200K.
  • Simply Good Foods made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2543 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simply Good Foods in Q1 2022 and has held it in 17 quarters since.
  • 277 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.