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Caldwell Trust’s J.M. Smucker SJM Stock Holding History

Caldwell Trust’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 		$50.6K Hold
525
– – ﹤0.01% 490
2025
Q4 		$51.4K Sell
525
-1,000
-66% -$103K ﹤0.01% 480
2025
Q3 		$166K Buy
1,525
+1,000
+190% +$109K 0.02% 338
2025
Q2 		$51.6K Hold
525
– – 0.01% 462
2025
Q1 		$62.2K Hold
525
– – 0.01% 431
2024
Q4 		$57.8K Hold
525
– – 0.01% 445
2024
Q3 		$63.6K Sell
525
-253
-33% -$29.8K 0.01% 434
2024
Q2 		$84.8K Sell
778
-76
-9% -$8.6K 0.01% 397
2024
Q1 		$107K Sell
854
-253
-23% -$32K 0.01% 377
2023
Q4 		$140K Hold
1,107
– – 0.02% 333
2023
Q3 		$136K Hold
1,107
– – 0.02% 324
2023
Q2 		$163K Hold
1,107
– – 0.02% 312
2023
Q1 		$174K Hold
1,107
– – 0.02% 295
2022
Q4 		$175K Hold
1,107
– – 0.02% 293
2022
Q3 		$152K Hold
1,107
– – 0.02% 305
2022
Q2 		$142K Hold
1,107
– – 0.02% 322
2022
Q1 		$150K Hold
1,107
– – 0.02% 314
2021
Q4 		$150K Buy
1,107
+253
+30% +$32.3K 0.02% 322
2021
Q3 		$103K Hold
854
– – 0.01% 356
2021
Q2 		$111K Hold
854
– – 0.01% 344
2021
Q1 		$108K Buy
854
+253
+42% +$29.9K 0.02% 336
2020
Q4 		$69.5K Buy
601
+142
+31% +$16.5K 0.01% 378
2020
Q3 		$53K Hold
459
– – 0.01% 399
2020
Q2 		$48.6K Sell
459
-50
-10% -$5.62K 0.01% 416
2020
Q1 		$56.5K Sell
509
-34
-6% -$3.63K 0.01% 394
2019
Q4 		$56.5K Buy
+543
New +$57.5K 0.01% 438

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

Caldwell Trust's SJM Position: Q1 2026 in Review

Caldwell Trust held its J.M. Smucker (SJM) position steady in Q1 2026 at 525 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Caldwell Trust first reported a position in SJM in Q4 2019 and has held it in 26 quarters since. The position peaked at $175K in Q4 2022. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Caldwell Trust held 525 shares of J.M. Smucker worth $50.6K as of Q1 2026.
  • Caldwell Trust left its J.M. Smucker share count unchanged in Q1 2026.
  • J.M. Smucker made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #490 holding.
  • Caldwell Trust first reported a position in J.M. Smucker in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's J.M. Smucker position peaked at $175K in Q4 2022.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.