Jim Simons
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Jim Simons’s LGL Group LGL Stock Holding History

Jim Simons’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
166,594
+5,773
+4% +$39.9K ﹤0.01% 2191
2025
Q4 		$925K Sell
160,821
-6,200
-4% -$37.6K ﹤0.01% 2329
2025
Q3 		$1.11M Buy
167,021
+1,700
+1% +$11.8K ﹤0.01% 2425
2025
Q2 		$1.26M Sell
165,321
-5,500
-3% -$37.1K ﹤0.01% 2383
2025
Q1 		$1.12M Sell
170,821
-1,000
-0.6% -$6.58K ﹤0.01% 2352
2024
Q4 		$1.03M Sell
171,821
-5,900
-3% -$35.2K ﹤0.01% 2488
2024
Q3 		$1.09M Sell
177,721
-6,013
-3% -$34.2K ﹤0.01% 2395
2024
Q2 		$987K Sell
183,734
-7,200
-4% -$38.9K ﹤0.01% 2330
2024
Q1 		$1.21M Sell
190,934
-2,800
-1% -$17.4K ﹤0.01% 2366
2023
Q4 		$1.19M Buy
193,734
+1,500
+0.8% +$7.33K ﹤0.01% 2290
2023
Q3 		$825K Sell
192,234
-3,600
-2% -$17.1K ﹤0.01% 2425
2023
Q2 		$932K Sell
195,834
-4,400
-2% -$19.9K ﹤0.01% 2507
2023
Q1 		$857K Sell
200,234
-13,600
-6% -$60.6K ﹤0.01% 2575
2022
Q4 		$866K Sell
213,834
-411,585
-66% -$1.91M ﹤0.01% 2614
2022
Q3 		$2.67M Sell
625,419
-2,397
-0.4% -$12K ﹤0.01% 1843
2022
Q2 		$3.07M Sell
627,816
-6,633
-1% -$28.1K ﹤0.01% 1893
2022
Q1 		$2.62M Sell
634,449
-39,780
-6% -$159K ﹤0.01% 2021
2021
Q4 		$2.9M Sell
674,229
-19,624
-3% -$89.3K ﹤0.01% 1868
2021
Q3 		$3.61M Sell
693,853
-18,652
-3% -$78.3K ﹤0.01% 1667
2021
Q2 		$2.8M Sell
712,505
-40,485
-5% -$167K ﹤0.01% 2018
2021
Q1 		$3.12M Sell
752,990
-50,974
-6% -$221K ﹤0.01% 1937
2020
Q4 		$3.8M Sell
803,964
-43,841
-5% -$160K ﹤0.01% 1758
2020
Q3 		$2.85M Buy
847,805
+15,358
+2% +$50K ﹤0.01% 1907
2020
Q2 		$2.67M Buy
832,447
+76,142
+10% +$246K ﹤0.01% 2007
2020
Q1 		$2.55M Buy
756,305
+127,320
+20% +$597K ﹤0.01% 1934
2019
Q4 		$3.56M Sell
628,985
-4,633
-0.7% -$21.9K ﹤0.01% 2051
2019
Q3 		$2.46M Buy
633,618
+56,004
+10% +$192K ﹤0.01% 2176
2019
Q2 		$1.77M Buy
577,614
+46,249
+9% +$137K ﹤0.01% 2392
2019
Q1 		$1.31M Buy
531,365
+61,693
+13% +$161K ﹤0.01% 2547
2018
Q4 		$1.08M Sell
469,672
-16,182
-3% -$39.7K ﹤0.01% 2534
2018
Q3 		$1.3M Buy
485,854
+140,039
+40% +$345K ﹤0.01% 2499
2018
Q2 		$674K Sell
345,815
-14,472
-4% -$29.3K ﹤0.01% 2741
2018
Q1 		$759K Buy
360,287
+11,019
+3% +$23K ﹤0.01% 2768
2017
Q4 		$740K Buy
349,268
+84,864
+32% +$185K ﹤0.01% 2780
2017
Q3 		$559K Sell
264,404
-11,669
-4% -$21.8K ﹤0.01% 2763
2017
Q2 		$502K Buy
276,073
+73,195
+36% +$133K ﹤0.01% 2767
2017
Q1 		$389K Buy
202,878
+7,956
+4% +$14.7K ﹤0.01% 2844
2016
Q4 		$369K Buy
194,922
+1,326
+0.7% +$2.29K ﹤0.01% 2856
2016
Q3 		$312K Buy
193,596
+1,061
+0.6% +$1.51K ﹤0.01% 2944
2016
Q2 		$238K Hold
192,535
– – ﹤0.01% 3001
2016
Q1 		$239K Buy
192,535
+5,304
+3% +$7K ﹤0.01% 3042
2015
Q4 		$261K Buy
187,231
+4,773
+3% +$7.01K ﹤0.01% 2927
2015
Q3 		$239K Buy
182,458
+8,222
+5% +$12.3K ﹤0.01% 2857
2015
Q2 		$290K Buy
174,236
+4,773
+3% +$8.31K ﹤0.01% 2893
2015
Q1 		$265K Buy
169,463
+3,183
+2% +$4.83K ﹤0.01% 2797
2014
Q4 		$224K Buy
166,280
+2,917
+2% +$3.9K ﹤0.01% 2660
2014
Q3 		$237K Hold
163,363
– – ﹤0.01% 2529
2014
Q2 		$317K Buy
163,363
+1,061
+0.7% +$1.92K ﹤0.01% 2463
2014
Q1 		$321K Buy
162,302
+2,652
+2% +$5.49K ﹤0.01% 2501
2013
Q4 		$326K Buy
159,650
+3,182
+2% +$6.64K ﹤0.01% 2488
2013
Q3 		$353K Sell
156,468
-100,296
-39% -$186K ﹤0.01% 2415
2013
Q2 		$385K Buy
+256,764
New +$319K ﹤0.01% 2328

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $167M AUM 76.16% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's LGL Position: Q1 2026 in Review

Jim Simons increased its LGL Group (LGL) stake by 3.6% in Q1 2026, buying an estimated $39.9K and bringing the position to 166,594 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Jim Simons first reported a position in LGL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.8M in Q4 2020. 16 funds tracked by Wall St. Rank hold LGL as of Q1 2026.

  • Jim Simons held 166,594 shares of LGL Group worth $1.16M as of Q1 2026.
  • Jim Simons bought 5,773 LGL Group shares in Q1 2026, an estimated $39.9K.
  • LGL Group made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2191 holding.
  • Jim Simons first reported a position in LGL Group in Q2 2013 and has held it in 52 quarters since.
  • Jim Simons's LGL Group position peaked at $3.8M in Q4 2020.
  • 16 funds tracked by Wall St. Rank held LGL Group as of Q1 2026.

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