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SMPL icon

InceptionR’s Simply Good Foods SMPL Stock Holding History

InceptionR’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 		– Sell
-21,138
Closed -$424K – 882
2025
Q4 		$424K Buy
+21,138
New +$440K 0.12% 323
2025
Q3 		– Sell
-20,566
Closed -$650K – 922
2025
Q2 		$650K Buy
+20,566
New +$715K 0.15% 250
2024
Q3 		– Sell
-9,149
Closed -$331K – 852
2024
Q2 		$331K Sell
9,149
-8,792
-49% -$314K 0.09% 383
2024
Q1 		$611K Buy
17,941
+8,254
+85% +$304K 0.16% 255
2023
Q4 		$384K Buy
+9,687
New +$362K 0.27% 154
2023
Q3 		– Sell
-9,108
Closed -$333K – 560
2023
Q2 		$333K Buy
+9,108
New +$335K 0.18% 243

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's SMPL Position: Q1 2026 in Review

InceptionR sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 21,138 shares — an estimated $424K sold.

InceptionR first reported a position in SMPL in Q2 2023 and held it in 6 quarters. The position peaked at $650K in Q2 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • InceptionR reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 21,138 Simply Good Foods shares in Q1 2026, an estimated $424K.
  • InceptionR first reported a position in Simply Good Foods in Q2 2023 and held it in 6 quarters.
  • InceptionR's Simply Good Foods position peaked at $650K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.