Farmers & Merchants Investments Inc’s Simply Good Foods SMPL Stock Holding History

Farmers & Merchants Investments Inc’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 Q2	$757	Hold	57	–	–	﹤0.01%	1593
2026 Q1	$818	Hold	57	–	–	﹤0.01%	1531
2025 Q4	$1.15K	Hold	57	–	–	﹤0.01%	1411
2025 Q3	$1.42K	Hold	57	–	–	﹤0.01%	1370
2025 Q2	$1.8K	Hold	57	–	–	﹤0.01%	1265
2025 Q1	$1.97K	Sell	57 -5	-8%	-$181	﹤0.01%	1228
2024 Q4	$2.42K	Hold	62	–	–	﹤0.01%	1078
2024 Q3	$2.16K	Hold	62	–	–	﹤0.01%	1145
2024 Q2	$2.24K	Hold	62	–	–	﹤0.01%	1076
2024 Q1	$2.11K	Hold	62	–	–	﹤0.01%	1082
2023 Q4	$2.46K	Hold	62	–	–	﹤0.01%	992
2023 Q3	$2.14K	Buy	62 +2	+3%	+$72	﹤0.01%	992
2023 Q2	$2.19K	Hold	60	–	–	﹤0.01%	1028
2023 Q1	$2.39K	Hold	60	–	–	﹤0.01%	956
2022 Q4	$2.28K	Hold	60	–	–	﹤0.01%	1015
2022 Q3	$2K	Sell	60 -199	-77%	-$6.53K	﹤0.01%	1082
2022 Q2	$10K	Sell	259 -59	-19%	-$2.34K	﹤0.01%	701
2022 Q1	$12K	Hold	318	–	–	﹤0.01%	697
2021 Q4	$13K	Hold	318	–	–	﹤0.01%	692
2021 Q3	$11K	Hold	318	–	–	﹤0.01%	707
2021 Q2	$12K	Sell	318 -45	-12%	-$1.54K	﹤0.01%	600
2021 Q1	$11K	Hold	363	–	–	﹤0.01%	595
2020 Q4	$11K	Buy	+363	New	+$8.45K	﹤0.01%	580

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's SMPL Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Simply Good Foods (SMPL) position steady in Q2 2026 at 57 shares worth $757. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Farmers & Merchants Investments Inc first reported a position in SMPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $13K in Q4 2021. 116 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Farmers & Merchants Investments Inc held 57 shares of Simply Good Foods worth $757 as of Q2 2026.
Farmers & Merchants Investments Inc left its Simply Good Foods share count unchanged in Q2 2026.
Simply Good Foods made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1593 holding.
Farmers & Merchants Investments Inc first reported a position in Simply Good Foods in Q4 2020 and has held it in 23 quarters since.
Farmers & Merchants Investments Inc's Simply Good Foods position peaked at $13K in Q4 2021.
116 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.