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Brown Financial Advisors’s J.M. Smucker SJM Stock Holding History

Brown Financial 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 		$417K Sell
4,327
-105
-2% -$11K 0.16% 126
2025
Q4 		$433K Buy
4,432
+55
+1% +$5.69K 0.16% 129
2025
Q3 		$475K Buy
+4,377
New +$475K 0.18% 108

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

Brown Financial Advisors's SJM Position: Q1 2026 in Review

Brown Financial Advisors reduced its J.M. Smucker (SJM) stake by 2.4% in Q1 2026, selling an estimated $11K and leaving 4,327 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #126.

Brown Financial Advisors first reported a position in SJM in Q3 2025 and has held it in 3 quarters since. The position peaked at $475K in Q3 2025. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Brown Financial Advisors held 4,327 shares of J.M. Smucker worth $417K as of Q1 2026.
  • Brown Financial Advisors sold 105 J.M. Smucker shares in Q1 2026, an estimated $11K.
  • J.M. Smucker made up 0.16% of Brown Financial Advisors's portfolio in Q1 2026, its #126 holding.
  • Brown Financial Advisors first reported a position in J.M. Smucker in Q3 2025 and has held it in 3 quarters since.
  • Brown Financial Advisors's J.M. Smucker position peaked at $475K in Q3 2025.
  • 818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.