AlphaGrep UK’s J.M. Smucker SJM Stock Holding History

AlphaGrep UK’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	–	Sell	-3,833	Closed	-$431K	–	930
2026 Q2	$431K	Sell	3,833 -2,412	-39%	-$246K	0.13%	287
2026 Q1	$602K	Buy	6,245 +3,953	+172%	+$414K	0.17%	160
2025 Q4	$224K	Buy	+2,292	New	+$237K	0.07%	579

Other funds holding SJM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

AlphaGrep UK's SJM Position: Q3 2026 in Review

AlphaGrep UK sold out of J.M. Smucker (SJM) in Q3 2026, closing a stake of 3,833 shares — an estimated $431K sold.

AlphaGrep UK first reported a position in SJM in Q4 2025 and held it in 3 quarters. The position peaked at $602K in Q1 2026. 774 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

AlphaGrep UK reported no remaining J.M. Smucker position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 3,833 J.M. Smucker shares in Q3 2026, an estimated $431K.
AlphaGrep UK first reported a position in J.M. Smucker in Q4 2025 and held it in 3 quarters.
AlphaGrep UK's J.M. Smucker position peaked at $602K in Q1 2026.
774 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.