Salomon & Ludwin’s Simply Good Foods SMPL Stock Holding History

Salomon & Ludwin’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	-735	Closed	-$13.8K	–	2183
2025 Q4	$13.8K	Buy	+735	New	+$15.3K	﹤0.01%	1196

Other funds holding SMPL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salomon & Ludwin's SMPL Position: Q1 2026 in Review

Salomon & Ludwin sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 735 shares — an estimated $13.8K sold.

Salomon & Ludwin first reported a position in SMPL in Q4 2025 and held it in 1 quarter. The position peaked at $13.8K in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

Salomon & Ludwin reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
Salomon & Ludwin sold 735 Simply Good Foods shares in Q1 2026, an estimated $13.8K.
Salomon & Ludwin first reported a position in Simply Good Foods in Q4 2025 and held it in 1 quarter.
Salomon & Ludwin's Simply Good Foods position peaked at $13.8K in Q4 2025.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.