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Columbia Asset Management’s J.M. Smucker SJM Stock Holding History

Columbia Asset 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 		$245K Buy
2,545
+40
+2% +$4.19K 0.05% 157
2025
Q4 		$245K Sell
2,505
-625
-20% -$64.6K 0.04% 155
2025
Q3 		$340K Buy
3,130
+135
+5% +$14.7K 0.06% 135
2025
Q2 		$294K Buy
2,995
+738
+33% +$81.1K 0.06% 139
2025
Q1 		$267K Buy
2,257
+200
+10% +$21.6K 0.05% 171
2024
Q4 		$227K Buy
+2,057
New +$237K 0.04% 192

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

Columbia Asset Management's SJM Position: Q1 2026 in Review

Columbia Asset Management increased its J.M. Smucker (SJM) stake by 1.6% in Q1 2026, buying an estimated $4.19K and bringing the position to 2,545 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #157.

Columbia Asset Management first reported a position in SJM in Q4 2024 and has held it in 6 quarters since. The position peaked at $340K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Columbia Asset Management held 2,545 shares of J.M. Smucker worth $245K as of Q1 2026.
  • Columbia Asset Management bought 40 J.M. Smucker shares in Q1 2026, an estimated $4.19K.
  • J.M. Smucker made up 0.05% of Columbia Asset Management's portfolio in Q1 2026, its #157 holding.
  • Columbia Asset Management first reported a position in J.M. Smucker in Q4 2024 and has held it in 6 quarters since.
  • Columbia Asset Management's J.M. Smucker position peaked at $340K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.