Abundance Wealth Counselors’s J.M. Smucker SJM Stock Holding History

Abundance Wealth Counselors’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$744K	Buy	7,710 +59	+0.8%	+$6.18K	0.11%	123
2025 Q4	$748K	Buy	+7,651	New	+$791K	0.13%	109
2024 Q2	–	Sell	-14,569	Closed	-$1.83M	–	133
2024 Q1	$1.83M	Buy	14,569 +1,430	+11%	+$181K	0.42%	37
2023 Q4	$1.66M	Sell	13,139 -1,943	-13%	-$225K	0.43%	39
2023 Q3	$1.85M	Buy	+15,082	New	+$2.14M	0.53%	31
2023 Q2	–	Sell	-16,167	Closed	-$2.54M	–	131
2023 Q1	$2.54M	Sell	16,167 -607	-4%	-$92.2K	0.64%	20
2022 Q4	$2.66M	Buy	16,774 +703	+4%	+$105K	0.72%	19
2022 Q3	$2.21M	Buy	16,071 +280	+2%	+$38.2K	0.63%	20
2022 Q2	$2.02M	Buy	15,791 +1,252	+9%	+$167K	0.55%	24
2022 Q1	$1.97M	Buy	14,539 +1,826	+14%	+$249K	0.53%	27
2021 Q4	$1.73M	Buy	+12,713	New	+$1.62M	0.44%	29
2021 Q3	–	Sell	-11,103	Closed	-$1.44M	–	99
2021 Q2	$1.44M	Buy	11,103 +10,424	+1,535%	+$1.38M	0.37%	33
2021 Q1	$86K	Buy	+679	New	+$80.2K	0.02%	130

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Abundance Wealth Counselors's SJM Position: Q1 2026 in Review

Abundance Wealth Counselors increased its J.M. Smucker (SJM) stake by 0.77% in Q1 2026, buying an estimated $6.18K and bringing the position to 7,710 shares worth $744K. The position accounts for 0.11% of the portfolio, ranked #123.

Abundance Wealth Counselors first reported a position in SJM in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.66M in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Abundance Wealth Counselors held 7,710 shares of J.M. Smucker worth $744K as of Q1 2026.
Abundance Wealth Counselors bought 59 J.M. Smucker shares in Q1 2026, an estimated $6.18K.
J.M. Smucker made up 0.11% of Abundance Wealth Counselors's portfolio in Q1 2026, its #123 holding.
Abundance Wealth Counselors first reported a position in J.M. Smucker in Q1 2021 and has held it in 13 quarters since.
Abundance Wealth Counselors's J.M. Smucker position peaked at $2.66M in Q4 2022.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.