Dunhill Financial’s J.M. Smucker SJM Stock Holding History

Dunhill Financial’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	$398	Sell	4 -2	-33%	-$209	﹤0.01%	1138
2025 Q4	$557	Buy	6 +4	+200%	+$413	﹤0.01%	920
2025 Q3	$256	Sell	2 -1	-33%	-$109	﹤0.01%	910
2025 Q2	$365	Sell	3 -23	-88%	-$2.53K	﹤0.01%	892
2025 Q1	$3.05K	Sell	26 -2	-7%	-$216	﹤0.01%	661
2024 Q4	$3.05K	Sell	28 -140	-83%	-$16.1K	﹤0.01%	644
2024 Q3	$20.4K	Buy	168 +12	+8%	+$1.41K	0.01%	274
2024 Q2	$17.1K	Buy	156 +148	+1,850%	+$16.7K	0.01%	229
2024 Q1	$1.04K	Buy	8 +1	+14%	+$127	﹤0.01%	636
2023 Q4	$868	Buy	+7	New	+$811	﹤0.01%	628

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 London, United Kingdom $280B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return