AssuredPartners Investment Advisors’s J.M. Smucker SJM Stock Holding History

AssuredPartners Investment 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	$472K	Sell	4,952 -2,686	-35%	-$281K	0.05%	261
2025 Q4	$747K	Buy	7,638 +4,362	+133%	+$451K	0.11%	171
2025 Q3	$356K	Buy	+3,276	New	+$356K	0.08%	181
2025 Q2	–	Sell	-5,208	Closed	-$617K	–	316
2025 Q1	$617K	Buy	5,208 +133	+3%	+$14.4K	0.12%	173
2024 Q4	$559K	Buy	+5,075	New	+$584K	0.11%	188

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AssuredPartners Investment Advisors's SJM Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its J.M. Smucker (SJM) stake by 35% in Q1 2026, selling an estimated $281K and leaving 4,952 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #261.

AssuredPartners Investment Advisors first reported a position in SJM in Q4 2024 and has held it in 5 quarters since. The position peaked at $747K in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

AssuredPartners Investment Advisors held 4,952 shares of J.M. Smucker worth $472K as of Q1 2026.
AssuredPartners Investment Advisors sold 2,686 J.M. Smucker shares in Q1 2026, an estimated $281K.
J.M. Smucker made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #261 holding.
AssuredPartners Investment Advisors first reported a position in J.M. Smucker in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's J.M. Smucker position peaked at $747K in Q4 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.