DZ Bank
SJM icon

DZ Bank’s J.M. Smucker SJM Stock Holding History

DZ Bank’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
-1
Closed -$70 – 1054
2025
Q4 		$70 Buy
+1
New +$103 ﹤0.01% 967
2023
Q3 		– Sell
-2,948
Closed -$435K – 1061
2023
Q2 		$435K Hold
2,948
– – ﹤0.01% 764
2023
Q1 		$464K Buy
+2,948
New +$448K ﹤0.01% 754
2022
Q2 		– Sell
-676
Closed -$91.5K – 1072
2022
Q1 		$91.5K Sell
676
-676
-50% -$92.1K ﹤0.01% 913
2021
Q4 		$183K Buy
1,352
+676
+100% +$86.2K ﹤0.01% 965
2021
Q3 		$81.1K Sell
676
-47,080
-99% -$5.99M ﹤0.01% 901
2021
Q2 		$6.19M Sell
47,756
-62,231
-57% -$8.26M 0.01% 450
2021
Q1 		$13.9M Sell
109,987
-18,472
-14% -$2.18M 0.03% 292
2020
Q4 		$14.8M Sell
128,459
-19,883
-13% -$2.31M 0.03% 285
2020
Q3 		$17.1M Buy
148,342
+16,945
+13% +$1.89M 0.04% 227
2020
Q2 		$13.9M Buy
131,397
+29,169
+29% +$3.28M 0.04% 229
2020
Q1 		$11.3M Buy
102,228
+25,291
+33% +$2.7M 0.04% 222
2019
Q4 		$8.01M Sell
76,937
-7,363
-9% -$779K 0.02% 319
2019
Q3 		$9.27M Buy
+84,300
New +$9.4M 0.03% 281

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank's SJM Position: Q1 2026 in Review

DZ Bank sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 1 share — an estimated $70 sold.

DZ Bank first reported a position in SJM in Q3 2019 and held it in 14 quarters. The position peaked at $17.1M in Q3 2020. 819 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • DZ Bank reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • DZ Bank sold 1 J.M. Smucker share in Q1 2026, an estimated $70.
  • DZ Bank first reported a position in J.M. Smucker in Q3 2019 and held it in 14 quarters.
  • DZ Bank's J.M. Smucker position peaked at $17.1M in Q3 2020.
  • 819 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.