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Clear Creek Financial Management’s J.M. Smucker SJM Stock Holding History

Clear Creek Financial Management’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 		– Sell
-4,803
Closed -$470K – 645
2025
Q4 		$470K Buy
4,803
+1,195
+33% +$124K 0.04% 402
2025
Q3 		$392K Buy
3,608
+901
+33% +$97.9K 0.03% 416
2025
Q2 		$266K Buy
2,707
+692
+34% +$76.1K 0.03% 463
2025
Q1 		$239K Buy
+2,015
New +$218K 0.02% 452

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 $3.38T AUM 44.17% 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

Clear Creek Financial Management's SJM Position: Q1 2026 in Review

Clear Creek Financial Management sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 4,803 shares — an estimated $470K sold.

Clear Creek Financial Management first reported a position in SJM in Q1 2025 and held it in 4 quarters. The position peaked at $470K in Q4 2025. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Clear Creek Financial Management reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 4,803 J.M. Smucker shares in Q1 2026, an estimated $470K.
  • Clear Creek Financial Management first reported a position in J.M. Smucker in Q1 2025 and held it in 4 quarters.
  • Clear Creek Financial Management's J.M. Smucker position peaked at $470K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.