Brown, Lisle/Cummings’s J.M. Smucker SJM Stock Holding History

Brown, Lisle/Cummings’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	$190K	Buy	1,965 +7	+0.4%	+$733	0.05%	218
2025 Q4	$192K	Buy	1,958 +500	+34%	+$51.7K	0.05%	211
2025 Q3	$158K	Hold	1,458	–	–	0.04%	229
2025 Q2	$143K	Hold	1,458	–	–	0.04%	244
2025 Q1	$173K	Hold	1,458	–	–	0.05%	218
2024 Q4	$161K	Hold	1,458	–	–	0.05%	223
2024 Q3	$177K	Hold	1,458	–	–	0.05%	217
2024 Q2	$159K	Buy	+1,458	New	+$165K	0.05%	221
2023 Q2	–	Sell	-100	Closed	-$15.7K	–	558
2023 Q1	$15.7K	Hold	100	–	–	0.01%	353
2022 Q4	$15.8K	Hold	100	–	–	0.01%	338
2022 Q3	$13.7K	Hold	100	–	–	0.01%	344
2022 Q2	$12.8K	Hold	100	–	–	0.01%	354
2022 Q1	$13.5K	Hold	100	–	–	0.01%	358
2021 Q4	$13.6K	Buy	+100	New	+$12.8K	0.01%	359

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

Brown, Lisle/Cummings's SJM Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its J.M. Smucker (SJM) stake by 0.36% in Q1 2026, buying an estimated $733 and bringing the position to 1,965 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #218.

Brown, Lisle/Cummings first reported a position in SJM in Q4 2021 and has held it in 14 quarters since. The position peaked at $192K in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Brown, Lisle/Cummings held 1,965 shares of J.M. Smucker worth $190K as of Q1 2026.
Brown, Lisle/Cummings bought 7 J.M. Smucker shares in Q1 2026, an estimated $733.
J.M. Smucker made up 0.05% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #218 holding.
Brown, Lisle/Cummings first reported a position in J.M. Smucker in Q4 2021 and has held it in 14 quarters since.
Brown, Lisle/Cummings's J.M. Smucker position peaked at $192K in Q4 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.