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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
Q2 		$12.4K Buy
+919
New +$11.3K ﹤0.01% 1484
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Salomon & Ludwin's SMPL Position: Q2 2026 in Review

Salomon & Ludwin opened a new position in Simply Good Foods (SMPL) in Q2 2026: 919 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1484 among its holdings. This is a return to the name: Salomon & Ludwin previously reported a position in SMPL as recently as Q4 2025.

Salomon & Ludwin first reported a position in SMPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.8K in Q4 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Salomon & Ludwin held 919 shares of Simply Good Foods worth $12.4K as of Q2 2026.
  • Simply Good Foods was a new Salomon & Ludwin position in Q2 2026.
  • Simply Good Foods made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1484 holding.
  • Salomon & Ludwin first reported a position in Simply Good Foods in Q4 2025 and has held it in 2 quarters since.
  • Salomon & Ludwin's Simply Good Foods position peaked at $13.8K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.