Jim Simons
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Jim Simons’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

Jim Simons’s Portfolio RMCF Stock Details RMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$632K Sell
280,918
-1,005
-0.4% -$2.35K ﹤0.01% 2502
2025
Q4 		$536K Sell
281,923
-16,295
-5% -$27.1K ﹤0.01% 2549
2025
Q3 		$474K Sell
298,218
-3,929
-1% -$6.41K ﹤0.01% 2815
2025
Q2 		$426K Sell
302,147
-8,876
-3% -$11.2K ﹤0.01% 2916
2025
Q1 		$379K Sell
311,023
-3,200
-1% -$5.77K ﹤0.01% 2841
2024
Q4 		$764K Sell
314,223
-2,756
-0.9% -$7.02K ﹤0.01% 2630
2024
Q3 		$634K Sell
316,979
-4,944
-2% -$9.29K ﹤0.01% 2677
2024
Q2 		$708K Sell
321,923
-6,437
-2% -$20.3K ﹤0.01% 2518
2024
Q1 		$1.19M Sell
328,360
-5,964
-2% -$24.8K ﹤0.01% 2382
2023
Q4 		$1.54M Sell
334,324
-5,639
-2% -$24.1K ﹤0.01% 2112
2023
Q3 		$1.62M Sell
339,963
-11,800
-3% -$62.7K ﹤0.01% 1987
2023
Q2 		$1.88M Sell
351,763
-11,500
-3% -$61.4K ﹤0.01% 2039
2023
Q1 		$1.93M Buy
363,263
+7,300
+2% +$38.3K ﹤0.01% 2054
2022
Q4 		$2.03M Sell
355,963
-15,500
-4% -$95.7K ﹤0.01% 2059
2022
Q3 		$2.23M Sell
371,463
-20,700
-5% -$138K ﹤0.01% 1945
2022
Q2 		$2.7M Sell
392,163
-10,776
-3% -$72.2K ﹤0.01% 1973
2022
Q1 		$3.04M Sell
402,939
-12,624
-3% -$99.6K ﹤0.01% 1914
2021
Q4 		$3.26M Sell
415,563
-4,300
-1% -$36.5K ﹤0.01% 1807
2021
Q3 		$3.11M Sell
419,863
-15,581
-4% -$123K ﹤0.01% 1756
2021
Q2 		$3.32M Sell
435,444
-39,507
-8% -$246K ﹤0.01% 1903
2021
Q1 		$2.5M Sell
474,951
-11,666
-2% -$60.5K ﹤0.01% 2076
2020
Q4 		$1.97M Sell
486,617
-38,947
-7% -$138K ﹤0.01% 2123
2020
Q3 		$1.41M Buy
525,564
+3,561
+0.7% +$12.1K ﹤0.01% 2316
2020
Q2 		$2.22M Buy
522,003
+54,712
+12% +$243K ﹤0.01% 2132
2020
Q1 		$2.24M Sell
467,291
-13,830
-3% -$107K ﹤0.01% 1996
2019
Q4 		$4.44M Buy
481,121
+5,020
+1% +$44.9K ﹤0.01% 1922
2019
Q3 		$4.43M Sell
476,101
-822
-0.2% -$7.36K ﹤0.01% 1861
2019
Q2 		$4.01M Buy
476,923
+6,216
+1% +$57.7K ﹤0.01% 1937
2019
Q1 		$4.25M Sell
470,707
-17,232
-4% -$153K ﹤0.01% 1910
2018
Q4 		$4.16M Sell
487,939
-23,438
-5% -$205K ﹤0.01% 1837
2018
Q3 		$5.24M Buy
511,377
+1,192
+0.2% +$12.5K 0.01% 1767
2018
Q2 		$5.84M Buy
510,185
+9,608
+2% +$111K 0.01% 1686
2018
Q1 		$6.02M Sell
500,577
-2,208
-0.4% -$27K 0.01% 1699
2017
Q4 		$5.92M Sell
502,785
-3,600
-0.7% -$41.6K 0.01% 1700
2017
Q3 		$5.99M Sell
506,385
-19,100
-4% -$220K 0.01% 1646
2017
Q2 		$6.18M Buy
525,485
+17,415
+3% +$207K 0.01% 1572
2017
Q1 		$5.73M Buy
508,070
+19,885
+4% +$220K 0.01% 1593
2016
Q4 		$4.97M Buy
488,185
+11,000
+2% +$112K 0.01% 1675
2016
Q3 		$5M Buy
477,185
+25,275
+6% +$262K 0.01% 1605
2016
Q2 		$4.59M Buy
451,910
+37,825
+9% +$378K 0.01% 1656
2016
Q1 		$4.21M Buy
414,085
+7,700
+2% +$79.1K 0.01% 1750
2015
Q4 		$4.37M Buy
406,385
+20,727
+5% +$226K 0.01% 1585
2015
Q3 		$4.34M Buy
385,658
+11,355
+3% +$141K 0.01% 1491
2015
Q2 		$4.93M Buy
374,303
+6,769
+2% +$89.5K 0.01% 1442
2015
Q1 		$5.13M Buy
367,534
+23,600
+7% +$330K 0.01% 1349
2014
Q4 		$4.51M Buy
343,934
+30,449
+10% +$380K 0.01% 1329
2014
Q3 		$3.93M Buy
313,485
+8,705
+3% +$112K 0.01% 1287
2014
Q2 		$4.02M Buy
304,780
+13,295
+5% +$158K 0.01% 1355
2014
Q1 		$3.42M Buy
291,485
+200
+0.1% +$2.34K 0.01% 1465
2013
Q4 		$3.38M Buy
291,285
+21,300
+8% +$266K 0.01% 1436
2013
Q3 		$3.27M Buy
269,985
+22,300
+9% +$283K 0.01% 1397
2013
Q2 		$3.08M Buy
+247,685
New +$3.12M 0.01% 1352

Other funds holding RMCF

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Jim Simons's RMCF Position: Q1 2026 in Review

Jim Simons reduced its Rocky Mountain Chocolate Factory (RMCF) stake by 0.36% in Q1 2026, selling an estimated $2.35K and leaving 280,918 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Jim Simons first reported a position in RMCF in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.18M in Q2 2017. 24 funds tracked by Wall St. Rank hold RMCF as of Q1 2026.

  • Jim Simons held 280,918 shares of Rocky Mountain Chocolate Factory worth $632K as of Q1 2026.
  • Jim Simons sold 1,005 Rocky Mountain Chocolate Factory shares in Q1 2026, an estimated $2.35K.
  • Rocky Mountain Chocolate Factory made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2502 holding.
  • Jim Simons first reported a position in Rocky Mountain Chocolate Factory in Q2 2013 and has held it in 52 quarters since.
  • Jim Simons's Rocky Mountain Chocolate Factory position peaked at $6.18M in Q2 2017.
  • 24 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q1 2026.

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