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

Costello 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	$41.8K	Buy	433 +2	+0.5%	+$209	0.01%	257
2025 Q4	$42.2K	Buy	431 +1	+0.2%	+$103	0.01%	257
2025 Q3	$46.6K	Buy	430 +3	+0.7%	+$326	0.02%	251
2025 Q2	$42K	Buy	427 +1	+0.2%	+$110	0.02%	258
2025 Q1	$50.5K	Buy	+426	New	+$46K	0.02%	224
2021 Q3	–	Sell	-100	Closed	-$13K	–	239
2021 Q2	$13K	Hold	100	–	–	0.01%	165
2021 Q1	$13K	Hold	100	–	–	0.01%	177
2020 Q4	$12K	Hold	100	–	–	0.01%	171
2020 Q3	$12K	Sell	100 -80	-44%	-$8.92K	0.01%	153
2020 Q2	$19K	Buy	+180	New	+$20.2K	0.02%	127

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

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

Costello Asset Management increased its J.M. Smucker (SJM) stake by 0.46% in Q1 2026, buying an estimated $209 and bringing the position to 433 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #257.

Costello Asset Management first reported a position in SJM in Q2 2020 and has held it in 10 quarters since. The position peaked at $50.5K in Q1 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Costello Asset Management held 433 shares of J.M. Smucker worth $41.8K as of Q1 2026.
Costello Asset Management bought 2 J.M. Smucker shares in Q1 2026, an estimated $209.
J.M. Smucker made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #257 holding.
Costello Asset Management first reported a position in J.M. Smucker in Q2 2020 and has held it in 10 quarters since.
Costello Asset Management's J.M. Smucker position peaked at $50.5K in Q1 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.