Addison Advisors’s J.M. Smucker SJM Stock Holding History

Addison Advisors’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	$3.57K	Hold	37	–	–	﹤0.01%	770
2025 Q4	$3.62K	Hold	37	–	–	﹤0.01%	731
2025 Q3	$4.02K	Hold	37	–	–	﹤0.01%	725
2025 Q2	$3.63K	Hold	37	–	–	﹤0.01%	727
2025 Q1	$4.38K	Sell	37 -113	-75%	-$12.2K	﹤0.01%	686
2024 Q4	$16.5K	Hold	150	–	–	﹤0.01%	531
2024 Q3	$18.2K	Hold	150	–	–	0.01%	517
2024 Q2	$16.4K	Sell	150 -184	-55%	-$20.8K	0.01%	507
2024 Q1	$42K	Hold	334	–	–	0.01%	386
2023 Q4	$42.2K	Buy	334 +33	+11%	+$3.82K	0.02%	376
2023 Q3	$37K	Hold	301	–	–	0.02%	362
2023 Q2	$44.4K	Hold	301	–	–	0.02%	332
2023 Q1	$47.4K	Hold	301	–	–	0.03%	303
2022 Q4	$47.7K	Sell	301 -125	-29%	-$18.6K	0.03%	293
2022 Q3	$59K	Buy	426 +125	+42%	+$17K	0.04%	245
2022 Q2	$39K	Hold	301	–	–	0.02%	291
2022 Q1	$41K	Hold	301	–	–	0.02%	310
2021 Q4	$41K	Hold	301	–	–	0.03%	263
2021 Q3	$36K	Hold	301	–	–	0.03%	210
2021 Q2	$39K	Buy	+301	New	+$40K	0.03%	203
2020 Q4	$35K	Buy	+301	New	+$35K	0.03%	207

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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