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Brooklyn Investment Group’s J.M. Smucker SJM Stock Holding History

Brooklyn Investment Group’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 		$346K Buy
3,587
+603
+20% +$63.1K 0.01% 1309
2025
Q4 		$296K Sell
2,984
-395
-12% -$40.8K 0.01% 1048
2025
Q3 		$323K Hold
3,379
– – 0.04% 401
2025
Q2 		$332K Buy
3,379
+3,321
+5,726% +$365K 0.04% 403
2025
Q1 		$6.87K Buy
58
+30
+107% +$3.24K ﹤0.01% 1690
2024
Q4 		$3.08K Buy
28
+4
+17% +$460 ﹤0.01% 1350
2024
Q3 		$2.91K Buy
+24
New +$2.83K ﹤0.01% 901

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brooklyn Investment Group's SJM Position: Q1 2026 in Review

Brooklyn Investment Group increased its J.M. Smucker (SJM) stake by 20% in Q1 2026, buying an estimated $63.1K and bringing the position to 3,587 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1309.

Brooklyn Investment Group first reported a position in SJM in Q3 2024 and has held it in 7 quarters since. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Brooklyn Investment Group held 3,587 shares of J.M. Smucker worth $346K as of Q1 2026.
  • Brooklyn Investment Group bought 603 J.M. Smucker shares in Q1 2026, an estimated $63.1K.
  • J.M. Smucker made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1309 holding.
  • Brooklyn Investment Group first reported a position in J.M. Smucker in Q3 2024 and has held it in 7 quarters since.
  • 818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.