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Benjamin Edwards Inc’s J.M. Smucker SJM Stock Holding History

Benjamin Edwards Inc’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 		$395K Sell
4,100
-15,269
-79% -$1.6M ﹤0.01% 1072
2025
Q4 		$1.89M Sell
19,369
-1,210
-6% -$125K 0.02% 525
2025
Q3 		$2.23M Sell
20,579
-109
-0.5% -$11.8K 0.03% 468
2025
Q2 		$2.03M Buy
20,688
+250
+1% +$27.5K 0.03% 457
2025
Q1 		$2.42M Sell
20,438
-2,261
-10% -$244K 0.03% 378
2024
Q4 		$2.5M Buy
22,699
+1,114
+5% +$128K 0.04% 391
2024
Q3 		$2.61M Buy
21,585
+21,550
+61,571% +$2.54M 0.04% 385
2024
Q2 		$4K Hold
35
– – ﹤0.01% 651
2024
Q1 		$4K Hold
35
– – ﹤0.01% 678
2023
Q4 		$4K Hold
35
– – ﹤0.01% 614
2023
Q3 		$4K Buy
+35
New +$4.97K ﹤0.01% 609

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

Benjamin Edwards Inc's SJM Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its J.M. Smucker (SJM) stake by 79% in Q1 2026, selling an estimated $1.6M and leaving 4,100 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Benjamin Edwards Inc first reported a position in SJM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q3 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Benjamin Edwards Inc held 4,100 shares of J.M. Smucker worth $395K as of Q1 2026.
  • Benjamin Edwards Inc sold 15,269 J.M. Smucker shares in Q1 2026, an estimated $1.6M.
  • J.M. Smucker made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1072 holding.
  • Benjamin Edwards Inc first reported a position in J.M. Smucker in Q3 2023 and has held it in 11 quarters since.
  • Benjamin Edwards Inc's J.M. Smucker position peaked at $2.61M in Q3 2024.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.