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Ellevest Inc’s J.M. Smucker SJM Stock Holding History

Ellevest Inc’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 		$222K Sell
2,300
-321
-12% -$33.6K 0.03% 397
2025
Q4 		$256K Sell
2,621
-533
-17% -$55.1K 0.04% 356
2025
Q3 		$343K Buy
+3,154
New +$343K 0.05% 305
2023
Q3 		– Sell
-1,526
Closed -$225K – 377
2023
Q2 		$225K Buy
1,526
+688
+82% +$105K 0.02% 315
2023
Q1 		$132K Buy
838
+435
+108% +$66.1K 0.01% 396
2022
Q4 		$63.9K Sell
403
-8
-2% -$1.19K 0.01% 546
2022
Q3 		$56K Buy
411
+166
+68% +$22.6K 0.01% 551
2022
Q2 		$31K Buy
245
+134
+121% +$17.9K ﹤0.01% 673
2022
Q1 		$15K Sell
111
-38
-26% -$5.18K ﹤0.01% 800
2021
Q4 		$20K Sell
149
-1,053
-88% -$134K ﹤0.01% 723
2021
Q3 		$144K Sell
1,202
-219
-15% -$27.8K 0.01% 337
2021
Q2 		$184K Buy
1,421
+565
+66% +$75K 0.02% 275
2021
Q1 		$108K Buy
856
+464
+118% +$54.8K 0.01% 330
2020
Q4 		$45K Buy
392
+301
+331% +$35K 0.01% 485
2020
Q3 		$11K Sell
91
-535
-85% -$59.6K ﹤0.01% 641
2020
Q2 		$66K Buy
626
+504
+413% +$56.6K 0.01% 318
2020
Q1 		$14K Buy
122
+21
+21% +$2.25K ﹤0.01% 497
2019
Q4 		$11K Buy
101
+87
+621% +$9.21K ﹤0.01% 520
2019
Q3 		$2K Buy
+14
New +$1.56K ﹤0.01% 351
2019
Q1 		– Sell
-100
Closed -$9K – 352
2018
Q4 		$9K Buy
+100
New +$10.4K ﹤0.01% 386

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Ellevest Inc's SJM Position: Q1 2026 in Review

Ellevest Inc reduced its J.M. Smucker (SJM) stake by 12% in Q1 2026, selling an estimated $33.6K and leaving 2,300 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #397.

Ellevest Inc first reported a position in SJM in Q4 2018 and has held it in 20 quarters since. The position peaked at $343K in Q3 2025. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Ellevest Inc held 2,300 shares of J.M. Smucker worth $222K as of Q1 2026.
  • Ellevest Inc sold 321 J.M. Smucker shares in Q1 2026, an estimated $33.6K.
  • J.M. Smucker made up 0.03% of Ellevest Inc's portfolio in Q1 2026, its #397 holding.
  • Ellevest Inc first reported a position in J.M. Smucker in Q4 2018 and has held it in 20 quarters since.
  • Ellevest Inc's J.M. Smucker position peaked at $343K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.