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F/M Investments’s Simply Good Foods SMPL Stock Holding History

F/M Investments’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
2025
Q4 		– Sell
-8,778
Closed -$218K – 456
2025
Q3 		$218K Sell
8,778
-242
-3% -$7.15K 0.01% 402
2025
Q2 		$285K Sell
9,020
-2,718
-23% -$94.5K 0.01% 367
2025
Q1 		$405K Buy
11,738
+1,326
+13% +$48K 0.02% 337
2024
Q4 		$406K Sell
10,412
-4,072
-28% -$149K 0.02% 336
2024
Q3 		$504K Sell
14,484
-63
-0.4% -$2.13K 0.02% 287
2024
Q2 		$526K Buy
+14,547
New +$520K 0.02% 280

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

F/M Investments's SMPL Position: Q4 2025 in Review

F/M Investments sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 8,778 shares — an estimated $218K sold.

F/M Investments first reported a position in SMPL in Q2 2024 and held it in 6 quarters. The position peaked at $526K in Q2 2024. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • F/M Investments reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • F/M Investments sold 8,778 Simply Good Foods shares in Q4 2025, an estimated $218K.
  • F/M Investments first reported a position in Simply Good Foods in Q2 2024 and held it in 6 quarters.
  • F/M Investments's Simply Good Foods position peaked at $526K in Q2 2024.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on F/M Investments's 13F filing for Q4 2025, filed 3 Feb 2026.