Alerus Financial
SJM icon

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
Q3 		$1.52M Sell
12,781
-5,073
-28% -$610K 0.07% 150
2026
Q2 		$2.01M Sell
17,854
-11,985
-40% -$1.22M 0.09% 137
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alerus Financial's SJM Position: Q3 2026 in Review

Alerus Financial reduced its J.M. Smucker (SJM) stake by 28% in Q3 2026, selling an estimated $610K and leaving 12,781 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #150.

Alerus Financial first reported a position in SJM in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.65M in Q3 2025. 661 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Alerus Financial held 12,781 shares of J.M. Smucker worth $1.52M as of Q3 2026.
  • Alerus Financial sold 5,073 J.M. Smucker shares in Q3 2026, an estimated $610K.
  • J.M. Smucker made up 0.07% of Alerus Financial's portfolio in Q3 2026, its #150 holding.
  • Alerus Financial first reported a position in J.M. Smucker in Q3 2025 and has held it in 5 quarters since.
  • Alerus Financial's J.M. Smucker position peaked at $6.65M in Q3 2025.
  • 661 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.