Avalon Trust’s J.M. Smucker SJM Stock Holding History

Avalon Trust’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	$289K	Hold	3,000	–	–	0.02%	127
2025 Q4	$293K	Hold	3,000	–	–	0.02%	120
2025 Q3	$326K	Hold	3,000	–	–	0.02%	127
2025 Q2	$295K	Hold	3,000	–	–	0.02%	118
2025 Q1	$355K	Hold	3,000	–	–	0.03%	110
2024 Q4	$330K	Hold	3,000	–	–	0.02%	105
2024 Q3	$363K	Hold	3,000	–	–	0.03%	98
2024 Q2	$327K	Hold	3,000	–	–	0.03%	99
2024 Q1	$378K	Hold	3,000	–	–	0.03%	102
2023 Q4	$379K	Hold	3,000	–	–	0.03%	94
2023 Q3	$369K	Sell	3,000 -83	-3%	-$11.8K	0.04%	89
2023 Q2	$455K	Hold	3,083	–	–	0.04%	86
2023 Q1	$485K	Buy	+3,083	New	+$468K	0.05%	85

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

Avalon Trust's SJM Position: Q1 2026 in Review

Avalon Trust held its J.M. Smucker (SJM) position steady in Q1 2026 at 3,000 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #127.

Avalon Trust first reported a position in SJM in Q1 2023 and has held it in 13 quarters since. The position peaked at $485K in Q1 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Avalon Trust held 3,000 shares of J.M. Smucker worth $289K as of Q1 2026.
Avalon Trust left its J.M. Smucker share count unchanged in Q1 2026.
J.M. Smucker made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #127 holding.
Avalon Trust first reported a position in J.M. Smucker in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's J.M. Smucker position peaked at $485K in Q1 2023.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.