DT Investment Partners’s J.M. Smucker SJM Stock Holding History

DT Investment Partners’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	$5.88K	Hold	61	–	–	﹤0.01%	440
2025 Q4	$5.97K	Hold	61	–	–	﹤0.01%	470
2025 Q3	$6.63K	Hold	61	–	–	﹤0.01%	452
2025 Q2	$5.99K	Sell	61 -92	-60%	-$10.1K	﹤0.01%	452
2025 Q1	$18.1K	Hold	153	–	–	﹤0.01%	333
2024 Q4	$16.8K	Hold	153	–	–	﹤0.01%	347
2024 Q3	$18.5K	Hold	153	–	–	﹤0.01%	365
2024 Q2	$16.7K	Hold	153	–	–	﹤0.01%	334
2024 Q1	$19.3K	Hold	153	–	–	﹤0.01%	292
2023 Q4	$20.3K	Hold	153	–	–	﹤0.01%	279
2023 Q3	$18.8K	Hold	153	–	–	﹤0.01%	264
2023 Q2	$22.9K	Hold	153	–	–	﹤0.01%	257
2023 Q1	$24K	Hold	153	–	–	﹤0.01%	251
2022 Q4	$24.2K	Hold	153	–	–	﹤0.01%	249
2022 Q3	$21K	Buy	+153	New	+$20.8K	﹤0.01%	248

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

DT Investment Partners's SJM Position: Q1 2026 in Review

DT Investment Partners held its J.M. Smucker (SJM) position steady in Q1 2026 at 61 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

DT Investment Partners first reported a position in SJM in Q3 2022 and has held it in 15 quarters since. The position peaked at $24.2K in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

DT Investment Partners held 61 shares of J.M. Smucker worth $5.88K as of Q1 2026.
DT Investment Partners left its J.M. Smucker share count unchanged in Q1 2026.
J.M. Smucker made up ﹤0.01% of DT Investment Partners's portfolio in Q1 2026, its #440 holding.
DT Investment Partners first reported a position in J.M. Smucker in Q3 2022 and has held it in 15 quarters since.
DT Investment Partners's J.M. Smucker position peaked at $24.2K in Q4 2022.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.