Jim Simons
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Jim Simons’s Avalon Holdings AWX Stock Holding History

Jim Simons’s Portfolio AWX Stock Details AWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$197K Sell
75,982
-4,528
-6% -$12K ﹤0.01% 2924
2025
Q4 		$217K Buy
80,510
+300
+0.4% +$816 ﹤0.01% 2866
2025
Q3 		$209K Sell
80,210
-3,775
-4% -$9.53K ﹤0.01% 3121
2025
Q2 		$209K Buy
83,985
+2,675
+3% +$6.71K ﹤0.01% 3159
2025
Q1 		$231K Buy
81,310
+900
+1% +$3.02K ﹤0.01% 3035
2024
Q4 		$311K Sell
80,410
-1,600
-2% -$4.82K ﹤0.01% 3029
2024
Q3 		$209K Sell
82,010
-100
-0.1% -$240 ﹤0.01% 3112
2024
Q2 		$181K Sell
82,110
-400
-0.5% -$899 ﹤0.01% 3065
2024
Q1 		$184K Sell
82,510
-900
-1% -$2.07K ﹤0.01% 3245
2023
Q4 		$199K Sell
83,410
-1,100
-1% -$2.25K ﹤0.01% 3137
2023
Q3 		$164K Sell
84,510
-1,700
-2% -$3.91K ﹤0.01% 3133
2023
Q2 		$220K Sell
86,210
-800
-0.9% -$2.02K ﹤0.01% 3263
2023
Q1 		$231K Sell
87,010
-1,300
-1% -$3.63K ﹤0.01% 3217
2022
Q4 		$243K Sell
88,310
-10,000
-10% -$26.9K ﹤0.01% 3326
2022
Q3 		$261K Sell
98,310
-18,200
-16% -$51.5K ﹤0.01% 3269
2022
Q2 		$303K Sell
116,510
-18,300
-14% -$56.9K ﹤0.01% 3456
2022
Q1 		$442K Sell
134,810
-16,602
-11% -$57.2K ﹤0.01% 3260
2021
Q4 		$547K Sell
151,412
-4,698
-3% -$18.1K ﹤0.01% 3033
2021
Q3 		$607K Buy
156,110
+43,200
+38% +$189K ﹤0.01% 2802
2021
Q2 		$530K Sell
112,910
-12,122
-10% -$49K ﹤0.01% 2942
2021
Q1 		$459K Buy
125,032
+45,444
+57% +$159K ﹤0.01% 2933
2020
Q4 		$207K Buy
79,588
+25,888
+48% +$53.4K ﹤0.01% 3124
2020
Q3 		$94K Buy
53,700
+9,700
+22% +$16K ﹤0.01% 3220
2020
Q2 		$71K Buy
44,000
+10,900
+33% +$15.8K ﹤0.01% 3307
2020
Q1 		$43K Buy
33,100
+8,900
+37% +$15.5K ﹤0.01% 3336
2019
Q4 		$46K Buy
+24,200
New +$50.4K ﹤0.01% 3393

Other funds holding AWX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Jim Simons's AWX Position: Q1 2026 in Review

Jim Simons reduced its Avalon Holdings (AWX) stake by 5.6% in Q1 2026, selling an estimated $12K and leaving 75,982 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Jim Simons first reported a position in AWX in Q4 2019 and has held it in 26 quarters since. The position peaked at $607K in Q3 2021. 16 funds tracked by Wall St. Rank hold AWX as of Q1 2026.

  • Jim Simons held 75,982 shares of Avalon Holdings worth $197K as of Q1 2026.
  • Jim Simons sold 4,528 Avalon Holdings shares in Q1 2026, an estimated $12K.
  • Avalon Holdings made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2924 holding.
  • Jim Simons first reported a position in Avalon Holdings in Q4 2019 and has held it in 26 quarters since.
  • Jim Simons's Avalon Holdings position peaked at $607K in Q3 2021.
  • 16 funds tracked by Wall St. Rank held Avalon Holdings as of Q1 2026.

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