Lido Advisors
SMPL icon

Lido Advisors’s Simply Good Foods SMPL Stock Holding History

Lido Advisors’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 		$181K Buy
+12,626
New +$218K ﹤0.01% 1790
2025
Q3 		– Sell
-7,654
Closed -$242K – 1893
2025
Q2 		$242K Buy
7,654
+1,207
+19% +$42K ﹤0.01% 1437
2025
Q1 		$222K Buy
6,447
+18
+0.3% +$651 ﹤0.01% 1339
2024
Q4 		$251K Buy
+6,429
New +$236K ﹤0.01% 1297
2024
Q1 		– Sell
-5,119
Closed -$203K – 1460
2023
Q4 		$203K Buy
+5,119
New +$191K ﹤0.01% 1216

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 $8.82B AUM 7.52% 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

Lido Advisors's SMPL Position: Q1 2026 in Review

Lido Advisors opened a new position in Simply Good Foods (SMPL) in Q1 2026: 12,626 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #1790 among its holdings. This is a return to the name: Lido Advisors previously reported a position in SMPL as recently as Q2 2025.

Lido Advisors first reported a position in SMPL in Q4 2023 and has held it in 5 quarters since. The position peaked at $251K in Q4 2024. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Lido Advisors held 12,626 shares of Simply Good Foods worth $181K as of Q1 2026.
  • Simply Good Foods was a new Lido Advisors position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1790 holding.
  • Lido Advisors first reported a position in Simply Good Foods in Q4 2023 and has held it in 5 quarters since.
  • Lido Advisors's Simply Good Foods position peaked at $251K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.