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Copley Financial Group’s J.M. Smucker SJM Stock Holding History

Copley Financial 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 		$340K Sell
3,526
-206
-6% -$21.6K 0.21% 85
2025
Q4 		$365K Sell
3,732
-147
-4% -$15.2K 0.23% 84
2025
Q3 		$421K Buy
+3,879
New +$421K 0.29% 63

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

Copley Financial Group's SJM Position: Q1 2026 in Review

Copley Financial Group reduced its J.M. Smucker (SJM) stake by 5.5% in Q1 2026, selling an estimated $21.6K and leaving 3,526 shares worth $340K. The position accounts for 0.21% of the portfolio, ranked #85.

Copley Financial Group first reported a position in SJM in Q3 2025 and has held it in 3 quarters since. The position peaked at $421K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Copley Financial Group held 3,526 shares of J.M. Smucker worth $340K as of Q1 2026.
  • Copley Financial Group sold 206 J.M. Smucker shares in Q1 2026, an estimated $21.6K.
  • J.M. Smucker made up 0.21% of Copley Financial Group's portfolio in Q1 2026, its #85 holding.
  • Copley Financial Group first reported a position in J.M. Smucker in Q3 2025 and has held it in 3 quarters since.
  • Copley Financial Group's J.M. Smucker position peaked at $421K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.