Dimensional Fund Advisors
SJM icon

Dimensional Fund Advisors’s J.M. Smucker SJM Stock Holding History

Dimensional Fund Advisors’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 		$378M Buy
3,920,718
+528,418
+16% +$55.3M 0.08% 251
2025
Q4 		$332M Buy
3,392,300
+850,943
+33% +$88M 0.07% 293
2025
Q3 		$276M Buy
2,541,357
+239,586
+10% +$26M 0.06% 374
2025
Q2 		$226M Buy
2,301,771
+44,644
+2% +$4.91M 0.05% 437
2025
Q1 		$267M Buy
2,257,127
+248,110
+12% +$26.8M 0.07% 323
2024
Q4 		$221M Buy
2,009,017
+33,758
+2% +$3.88M 0.05% 426
2024
Q3 		$239M Buy
1,975,259
+192,076
+11% +$22.6M 0.06% 391
2024
Q2 		$194M Buy
1,783,183
+135,158
+8% +$15.3M 0.05% 463
2024
Q1 		$207M Sell
1,648,025
-40,905
-2% -$5.18M 0.06% 426
2023
Q4 		$213M Buy
1,688,930
+202,092
+14% +$23.4M 0.06% 361
2023
Q3 		$183M Sell
1,486,838
-80,904
-5% -$11.5M 0.06% 372
2023
Q2 		$231M Buy
1,567,742
+6,015
+0.4% +$917K 0.07% 274
2023
Q1 		$246M Buy
1,561,727
+1,222
+0.1% +$186K 0.08% 236
2022
Q4 		$247K Buy
1,560,505
+1,442
+0.1% +$215K 0.07% 239
2022
Q3 		$214M Sell
1,559,063
-27,700
-2% -$3.77M 0.08% 241
2022
Q2 		$203M Sell
1,586,763
-22,454
-1% -$2.99M 0.07% 298
2022
Q1 		$218M Sell
1,609,217
-96,308
-6% -$13.1M 0.07% 326
2021
Q4 		$232M Sell
1,705,525
-194,009
-10% -$24.7M 0.07% 296
2021
Q3 		$228M Buy
1,899,534
+78,897
+4% +$10M 0.07% 277
2021
Q2 		$236M Buy
1,820,637
+13,854
+0.8% +$1.84M 0.07% 275
2021
Q1 		$229M Buy
1,806,783
+23,722
+1% +$2.8M 0.08% 276
2020
Q4 		$206M Buy
1,783,061
+42,243
+2% +$4.91M 0.07% 274
2020
Q3 		$201M Buy
1,740,818
+48,786
+3% +$5.44M 0.09% 201
2020
Q2 		$179M Sell
1,692,032
-76,581
-4% -$8.61M 0.08% 220
2020
Q1 		$196M Sell
1,768,613
-17,458
-1% -$1.87M 0.1% 144
2019
Q4 		$186M Sell
1,786,071
-17,968
-1% -$1.9M 0.07% 309
2019
Q3 		$198M Sell
1,804,039
-22,016
-1% -$2.45M 0.08% 229
2019
Q2 		$210M Sell
1,826,055
-5,103
-0.3% -$623K 0.08% 198
2019
Q1 		$213M Buy
1,831,158
+38,734
+2% +$4.05M 0.09% 191
2018
Q4 		$168M Buy
1,792,424
+13,573
+0.8% +$1.42M 0.08% 235
2018
Q3 		$183M Buy
1,778,851
+14,884
+0.8% +$1.63M 0.07% 274
2018
Q2 		$190M Sell
1,763,967
-1,036
-0.1% -$116K 0.08% 236
2018
Q1 		$219M Buy
1,765,003
+6,048
+0.3% +$755K 0.09% 193
2017
Q4 		$219M Buy
1,758,955
+25,361
+1% +$2.82M 0.09% 194
2017
Q3 		$182M Buy
1,733,594
+27,182
+2% +$3.1M 0.08% 245
2017
Q2 		$202M Buy
1,706,412
+39,972
+2% +$5.05M 0.09% 192
2017
Q1 		$218M Buy
1,666,440
+115,604
+7% +$15.7M 0.1% 158
2016
Q4 		$199M Buy
1,550,836
+54,290
+4% +$7.04M 0.1% 173
2016
Q3 		$203M Sell
1,496,546
-44,979
-3% -$6.6M 0.11% 149
2016
Q2 		$235M Buy
1,541,525
+132,833
+9% +$17.7M 0.14% 107
2016
Q1 		$183M Buy
1,408,692
+155,541
+12% +$19.6M 0.11% 149
2015
Q4 		$155M Buy
1,253,151
+72,469
+6% +$8.64M 0.1% 179
2015
Q3 		$135M Sell
1,180,682
-21,804
-2% -$2.43M 0.09% 214
2015
Q2 		$130M Buy
1,202,486
+52,563
+5% +$6.08M 0.08% 255
2015
Q1 		$133M Buy
1,149,923
+1,931
+0.2% +$212K 0.08% 241
2014
Q4 		$116M Buy
1,147,992
+20,737
+2% +$2.1M 0.08% 266
2014
Q3 		$112M Sell
1,127,255
-2,948
-0.3% -$302K 0.08% 261
2014
Q2 		$120M Buy
1,130,203
+18,163
+2% +$1.82M 0.08% 240
2014
Q1 		$108M Buy
1,112,040
+11,028
+1% +$1.07M 0.08% 243
2013
Q4 		$114M Sell
1,101,012
-2,188
-0.2% -$232K 0.09% 207
2013
Q3 		$116M Buy
1,103,200
+8,517
+0.8% +$922K 0.1% 187
2013
Q2 		$113M Buy
+1,094,683
New +$111M 0.11% 171

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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors's SJM Position: Q1 2026 in Review

Dimensional Fund Advisors increased its J.M. Smucker (SJM) stake by 16% in Q1 2026, buying an estimated $55.3M and bringing the position to 3,920,718 shares worth $378M. The position accounts for 0.08% of the portfolio, ranked #251.

Dimensional Fund Advisors first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Dimensional Fund Advisors held 3,920,718 shares of J.M. Smucker worth $378M as of Q1 2026.
  • Dimensional Fund Advisors bought 528,418 J.M. Smucker shares in Q1 2026, an estimated $55.3M.
  • J.M. Smucker made up 0.08% of Dimensional Fund Advisors's portfolio in Q1 2026, its #251 holding.
  • Dimensional Fund Advisors first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.