SIM
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Sims Investment Management’s SpaceX SPCX Stock Holding History

Sims Investment Management’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$297K Buy
1,966
+1,953
+15,023% +$270K 0.09% 32
2026
Q2 		$2.22K Buy
+13
New +$2.21K ﹤0.01% 141

Other funds holding SPCX

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Sims Investment Management's SPCX Position: Q3 2026 in Review

Sims Investment Management increased its SpaceX (SPCX) stake by 15,023% in Q3 2026, buying an estimated $270K and bringing the position to 1,966 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #32.

Sims Investment Management first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Sims Investment Management held 1,966 shares of SpaceX worth $297K as of Q3 2026.
  • Sims Investment Management bought 1,953 SpaceX shares in Q3 2026, an estimated $270K.
  • SpaceX made up 0.09% of Sims Investment Management's portfolio in Q3 2026, its #32 holding.
  • Sims Investment Management first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.