Corient Private Wealth
SJM icon

Corient Private Wealth’s J.M. Smucker SJM Stock Holding History

Corient Private Wealth’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 		$4.11M Sell
42,667
-36,950
-46% -$3.87M 0.01% 926
2025
Q4 		$7.75M Buy
79,617
+12,951
+19% +$1.34M 0.01% 868
2025
Q3 		$7.24M Buy
66,666
+12,755
+24% +$1.39M 0.01% 593
2025
Q2 		$5.29M Sell
53,911
-1,641
-3% -$180K 0.01% 692
2025
Q1 		$6.58M Sell
55,552
-215
-0.4% -$23.2K 0.01% 611
2024
Q4 		$6.14M Buy
55,767
+3,407
+7% +$392K 0.01% 644
2024
Q3 		$6.34M Sell
52,360
-4,045
-7% -$477K 0.01% 687
2024
Q2 		$6.15M Sell
56,405
-3,477
-6% -$393K 0.01% 651
2024
Q1 		$7.54M Sell
59,882
-635
-1% -$80.4K 0.01% 592
2023
Q4 		$7.65M Buy
60,517
+2,741
+5% +$318K 0.01% 585
2023
Q3 		$7.1M Buy
57,776
+23,372
+68% +$3.32M 0.02% 558
2023
Q2 		$5.08M Sell
34,404
-831
-2% -$127K 0.01% 631
2023
Q1 		$5.55M Buy
35,235
+5,192
+17% +$789K 0.01% 562
2022
Q4 		$4.76M Buy
+30,043
New +$4.48M 0.02% 515

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

Corient Private Wealth's SJM Position: Q1 2026 in Review

Corient Private Wealth reduced its J.M. Smucker (SJM) stake by 46% in Q1 2026, selling an estimated $3.87M and leaving 42,667 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #926.

Corient Private Wealth first reported a position in SJM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.75M in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Corient Private Wealth held 42,667 shares of J.M. Smucker worth $4.11M as of Q1 2026.
  • Corient Private Wealth sold 36,950 J.M. Smucker shares in Q1 2026, an estimated $3.87M.
  • J.M. Smucker made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #926 holding.
  • Corient Private Wealth first reported a position in J.M. Smucker in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's J.M. Smucker position peaked at $7.75M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.