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Ameritas Investment Partners’s J.M. Smucker SJM Stock Holding History

Ameritas Investment Partners’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 		$93.8K Hold
973
– – ﹤0.01% 1728
2025
Q4 		$95.2K Sell
973
-64
-6% -$6.62K ﹤0.01% 1737
2025
Q3 		$113K Sell
1,037
-20
-2% -$2.17K ﹤0.01% 1611
2025
Q2 		$104K Sell
1,057
-5,713
-84% -$628K ﹤0.01% 1731
2025
Q1 		$802K Sell
6,770
-3,681
-35% -$398K 0.03% 672
2024
Q4 		$1.15M Sell
10,451
-186
-2% -$21.4K 0.04% 579
2024
Q3 		$1.29M Buy
10,637
+5
+0% +$589 0.04% 536
2024
Q2 		$1.16M Sell
10,632
-30
-0.3% -$3.39K 0.04% 561
2024
Q1 		$1.34M Sell
10,662
-68
-0.6% -$8.61K 0.05% 513
2023
Q4 		$1.36M Buy
10,730
+1,146
+12% +$133K 0.05% 494
2023
Q3 		$1.18M Buy
9,584
+1,599
+20% +$227K 0.05% 504
2023
Q2 		$1.18M Sell
7,985
-103
-1% -$15.7K 0.04% 517
2023
Q1 		$1.27M Sell
8,088
-1,506
-16% -$229K 0.05% 482
2022
Q4 		$1.51M Buy
9,594
+928
+11% +$138K 0.06% 402
2022
Q3 		$1.19M Buy
8,666
+422
+5% +$57.5K 0.05% 443
2022
Q2 		$1.05M Buy
8,244
+36
+0.4% +$4.8K 0.05% 509
2022
Q1 		$1.11M Sell
8,208
-24
-0.3% -$3.27K 0.04% 582
2021
Q4 		$1.12M Buy
8,232
+230
+3% +$29.3K 0.04% 591
2021
Q3 		$960K Buy
8,002
+125
+2% +$15.9K 0.04% 630
2021
Q2 		$1.02M Buy
7,877
+1,950
+33% +$259K 0.04% 619
2021
Q1 		$702K Sell
5,927
-232
-4% -$27.4K 0.03% 702
2020
Q4 		$711K Sell
6,159
-2
-0% -$232 0.03% 668
2020
Q3 		$711K Buy
6,161
+1,500
+32% +$167K 0.03% 600
2020
Q2 		$493K Sell
4,661
-2,100
-31% -$236K 0.02% 707
2020
Q1 		$750K Sell
6,761
-146
-2% -$15.6K 0.04% 473
2019
Q4 		$719K Sell
6,907
-1,100
-14% -$116K 0.03% 649
2019
Q3 		$881K Hold
8,007
– – 0.04% 551
2019
Q2 		$922K Hold
8,007
– – 0.04% 550
2019
Q1 		$933K Hold
8,007
– – 0.04% 540
2018
Q4 		$748K Buy
8,007
+3,345
+72% +$349K 0.04% 581
2018
Q3 		$478K Hold
4,662
– – 0.02% 743
2018
Q2 		$500K Sell
4,662
-187
-4% -$21K 0.02% 730
2018
Q1 		$601K Buy
4,849
+2,318
+92% +$289K 0.03% 696
2017
Q4 		$318K Sell
2,531
-174
-6% -$19.3K 0.01% 864
2017
Q3 		$282K Hold
2,705
– – 0.01% 902
2017
Q2 		$320K Hold
2,705
– – 0.02% 862
2017
Q1 		$354K Sell
2,705
-105
-4% -$14.3K 0.02% 834
2016
Q4 		$359K Hold
2,810
– – 0.02% 817
2016
Q3 		$380K Sell
2,810
-5,283
-65% -$775K 0.02% 800
2016
Q2 		$1.23M Sell
8,093
-1,775
-18% -$236K 0.08% 244
2016
Q1 		$1.28M Sell
9,868
-1,700
-15% -$214K 0.09% 233
2015
Q4 		$1.43M Buy
11,568
+310
+3% +$36.9K 0.1% 216
2015
Q3 		$1.28M Buy
11,258
+6,131
+120% +$684K 0.09% 231
2015
Q2 		$554K Sell
5,127
-3,113
-38% -$360K 0.04% 541
2015
Q1 		$953K Buy
8,240
+1,913
+30% +$210K 0.06% 319
2014
Q4 		$638K Buy
+6,327
New +$641K 0.04% 462
2014
Q3 		– Sell
-2,123
Closed -$226K – 1088
2014
Q2 		$226K Hold
2,123
– – 0.02% 948
2014
Q1 		$206K Sell
2,123
-102
-5% -$9.91K 0.02% 963
2013
Q4 		$231K Hold
2,225
– – 0.02% 921
2013
Q3 		$234K Buy
+2,225
New +$241K 0.02% 853

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

Ameritas Investment Partners's SJM Position: Q1 2026 in Review

Ameritas Investment Partners held its J.M. Smucker (SJM) position steady in Q1 2026 at 973 shares worth $93.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Ameritas Investment Partners first reported a position in SJM in Q3 2013 and has held it in 50 quarters since. The position peaked at $1.51M in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Ameritas Investment Partners held 973 shares of J.M. Smucker worth $93.8K as of Q1 2026.
  • Ameritas Investment Partners left its J.M. Smucker share count unchanged in Q1 2026.
  • J.M. Smucker made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1728 holding.
  • Ameritas Investment Partners first reported a position in J.M. Smucker in Q3 2013 and has held it in 50 quarters since.
  • Ameritas Investment Partners's J.M. Smucker position peaked at $1.51M in Q4 2022.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.