Cynosure Group’s J.M. Smucker SJM Stock Holding History

Cynosure 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	–	Sell	-4,252	Closed	-$416K	–	424
2025 Q4	$416K	Buy	+4,252	New	+$440K	0.04%	345

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cynosure Group's SJM Position: Q1 2026 in Review

Cynosure Group sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 4,252 shares — an estimated $416K sold.

Cynosure Group first reported a position in SJM in Q4 2025 and held it in 1 quarter. The position peaked at $416K in Q4 2025. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Cynosure Group reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
Cynosure Group sold 4,252 J.M. Smucker shares in Q1 2026, an estimated $416K.
Cynosure Group first reported a position in J.M. Smucker in Q4 2025 and held it in 1 quarter.
Cynosure Group's J.M. Smucker position peaked at $416K in Q4 2025.
820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.