Aviance Capital Partners’s J.M. Smucker SJM Stock Holding History

Aviance Capital 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	$319K	Sell	3,308 -79	-2%	-$8.27K	0.04%	303
2025 Q4	$331K	Buy	3,387 +500	+17%	+$51.7K	0.04%	293
2025 Q3	$314K	Hold	2,887	–	–	0.04%	293
2025 Q2	$284K	Sell	2,887 -1,205	-29%	-$132K	0.04%	294
2025 Q1	$485K	Buy	4,092 +688	+20%	+$74.3K	0.07%	221
2024 Q4	$375K	Buy	3,404 +162	+5%	+$18.6K	0.05%	238
2024 Q3	$393K	Sell	3,242 -285	-8%	-$33.6K	0.05%	241
2024 Q2	$385K	Sell	3,527 -362	-9%	-$41K	0.05%	233
2024 Q1	$490K	Buy	+3,889	New	+$492K	0.07%	214
2023 Q2	–	Sell	-1,306	Closed	-$206K	–	277
2023 Q1	$206K	Hold	1,306	–	–	0.05%	251
2022 Q4	$207K	Buy	+1,306	New	+$195K	0.05%	264
2017 Q2	–	Sell	-1,577	Closed	-$207K	–	212
2017 Q1	$207K	Sell	1,577 -23	-1%	-$3.13K	0.08%	194
2016 Q4	$205K	Buy	1,600 +23	+1%	+$2.98K	0.07%	196
2016 Q3	$214K	Hold	1,577	–	–	0.08%	195
2016 Q2	$240K	Hold	1,577	–	–	0.09%	182
2016 Q1	$205K	Buy	+1,577	New	+$199K	0.07%	192

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

Aviance Capital Partners's SJM Position: Q1 2026 in Review

Aviance Capital Partners reduced its J.M. Smucker (SJM) stake by 2.3% in Q1 2026, selling an estimated $8.27K and leaving 3,308 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #303.

Aviance Capital Partners first reported a position in SJM in Q1 2016 and has held it in 16 quarters since. The position peaked at $490K in Q1 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Aviance Capital Partners held 3,308 shares of J.M. Smucker worth $319K as of Q1 2026.
Aviance Capital Partners sold 79 J.M. Smucker shares in Q1 2026, an estimated $8.27K.
J.M. Smucker made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #303 holding.
Aviance Capital Partners first reported a position in J.M. Smucker in Q1 2016 and has held it in 16 quarters since.
Aviance Capital Partners's J.M. Smucker position peaked at $490K in Q1 2024.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.