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Alerus Financial’s J.M. Smucker SJM Stock Holding History

Alerus Financial’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 		$2.88M Sell
29,839
-14,060
-32% -$1.47M 0.14% 90
2025
Q4 		$4.29M Sell
43,899
-17,310
-28% -$1.79M 0.21% 75
2025
Q3 		$6.65M Buy
+61,209
New +$6.65M 0.34% 50

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
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
Barclays London, United Kingdom $416B 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alerus Financial's SJM Position: Q1 2026 in Review

Alerus Financial reduced its J.M. Smucker (SJM) stake by 32% in Q1 2026, selling an estimated $1.47M and leaving 29,839 shares worth $2.88M. The position accounts for 0.14% of the portfolio, ranked #90.

Alerus Financial first reported a position in SJM in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.65M in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Alerus Financial held 29,839 shares of J.M. Smucker worth $2.88M as of Q1 2026.
  • Alerus Financial sold 14,060 J.M. Smucker shares in Q1 2026, an estimated $1.47M.
  • J.M. Smucker made up 0.14% of Alerus Financial's portfolio in Q1 2026, its #90 holding.
  • Alerus Financial first reported a position in J.M. Smucker in Q3 2025 and has held it in 3 quarters since.
  • Alerus Financial's J.M. Smucker position peaked at $6.65M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.