Clean Yield Group’s J.M. Smucker SJM Stock Holding History

Clean Yield 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	$423K	Sell	4,381 -112	-2%	-$11.7K	0.12%	100
2025 Q4	$439K	Hold	4,493	–	–	0.12%	103
2025 Q3	$488K	Hold	4,493	–	–	0.14%	92
2025 Q2	$441K	Sell	4,493 -447	-9%	-$49.1K	0.13%	93
2025 Q1	$585K	Sell	4,940 -577	-10%	-$62.3K	0.19%	81
2024 Q4	$608K	Sell	5,517 -50	-0.9%	-$5.75K	0.19%	80
2024 Q3	$674K	Sell	5,567 -163	-3%	-$19.2K	0.21%	75
2024 Q2	$625K	Hold	5,730	–	–	0.23%	69
2024 Q1	$721K	Hold	5,730	–	–	0.28%	66
2023 Q4	$724K	Hold	5,730	–	–	0.31%	61
2023 Q3	$657K	Sell	5,730 -422	-7%	-$59.9K	0.29%	61
2023 Q2	$908K	Sell	6,152 -50	-0.8%	-$7.63K	0.37%	54
2023 Q1	$976K	Sell	6,202 -262	-4%	-$39.8K	0.42%	55
2022 Q4	$1.02M	Sell	6,464 -180	-3%	-$26.8K	0.44%	57
2022 Q3	$913K	Hold	6,644	–	–	0.42%	57
2022 Q2	$850K	Sell	6,644 -500	-7%	-$66.7K	0.35%	61
2022 Q1	$967K	Sell	7,144 -165	-2%	-$22.5K	0.34%	64
2021 Q4	$993K	Buy	7,309 +70	+1%	+$8.93K	0.32%	63
2021 Q3	$869K	Sell	7,239 -10	-0.1%	-$1.27K	0.29%	67
2021 Q2	$940K	Sell	7,249 -101	-1%	-$13.4K	0.32%	61
2021 Q1	$930K	Sell	7,350 -978	-12%	-$115K	0.35%	59
2020 Q4	$963K	Sell	8,328 -708	-8%	-$82.3K	0.35%	55
2020 Q3	$1.04M	Buy	9,036 +14	+0.2%	+$1.56K	0.42%	51
2020 Q2	$955K	Sell	9,022 -230	-2%	-$25.8K	0.41%	49
2020 Q1	$1.03M	Sell	9,252 -1,536	-14%	-$164K	0.49%	49
2019 Q4	$1.12M	Sell	10,788 -22	-0.2%	-$2.33K	0.35%	57
2019 Q3	$1.19M	Hold	10,810	–	–	0.39%	53
2019 Q2	$1.25M	Sell	10,810 -810	-7%	-$98.9K	0.45%	52
2019 Q1	$1.35M	Sell	11,620 -190	-2%	-$19.9K	0.55%	54
2018 Q4	$1.1M	Sell	11,810 -3,350	-22%	-$350K	0.48%	59
2018 Q3	$1.56M	Sell	15,160 -200	-1%	-$21.8K	0.62%	55
2018 Q2	$1.65M	Sell	15,360 -2,750	-15%	-$309K	0.68%	54
2018 Q1	$2.25M	Sell	18,110 -707	-4%	-$88.3K	0.95%	42
2017 Q4	$2.34M	Sell	18,817 -8	-0%	-$889	0.93%	40
2017 Q3	$1.98M	Sell	18,825 -160	-0.8%	-$18.3K	0.81%	48
2017 Q2	$2.22M	Sell	18,985 -329	-2%	-$41.6K	0.93%	41
2017 Q1	$2.53M	Sell	19,314 -5,336	-22%	-$725K	1.07%	35
2016 Q4	$3.16M	Sell	24,650 -130	-0.5%	-$16.8K	1.42%	23
2016 Q3	$3.36M	Hold	24,780	–	–	1.46%	23
2016 Q2	$3.78M	Sell	24,780 -162	-0.6%	-$21.5K	1.62%	18
2016 Q1	$3.19M	Sell	24,942 -1,518	-6%	-$191K	1.42%	24
2015 Q4	$3.24M	Sell	26,460 -600	-2%	-$71.5K	1.6%	17
2015 Q3	$3.15M	Sell	27,060 -1,580	-6%	-$176K	1.48%	21
2015 Q2	$3.1M	Sell	28,640 -4,744	-14%	-$549K	1.43%	24
2015 Q1	$3.86M	Sell	33,384 -3,593	-10%	-$394K	1.66%	18
2014 Q4	$3.73M	Sell	36,977 -300	-0.8%	-$30.4K	1.68%	20
2014 Q3	$3.69M	Sell	37,277 -792	-2%	-$81.3K	1.77%	17
2014 Q2	$4.06M	Sell	38,069 -1,300	-3%	-$131K	2%	10
2014 Q1	$3.83M	Buy	39,369 +2,740	+7%	+$266K	1.98%	11
2013 Q4	$3.79M	Sell	36,629 -74	-0.2%	-$7.85K	2.03%	11
2013 Q3	$3.85M	Hold	36,703	–	–	2.09%	11
2013 Q2	$3.79M	Buy	+36,703	New	+$3.74M	2.16%	8

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

Clean Yield Group's SJM Position: Q1 2026 in Review

Clean Yield Group reduced its J.M. Smucker (SJM) stake by 2.5% in Q1 2026, selling an estimated $11.7K and leaving 4,381 shares worth $423K. The position accounts for 0.12% of the portfolio, ranked #100.

Clean Yield Group first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.06M in Q2 2014. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Clean Yield Group held 4,381 shares of J.M. Smucker worth $423K as of Q1 2026.
Clean Yield Group sold 112 J.M. Smucker shares in Q1 2026, an estimated $11.7K.
J.M. Smucker made up 0.12% of Clean Yield Group's portfolio in Q1 2026, its #100 holding.
Clean Yield Group first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's J.M. Smucker position peaked at $4.06M in Q2 2014.
816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.