Ellevest Inc
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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
Q3 		$244K Buy
+2,046
New +$246K 0.03% 388
2026
Q2 		– Sell
-2,300
Closed -$222K – 498
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% +$2.24K ﹤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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Ellevest Inc's SJM Position: Q3 2026 in Review

Ellevest Inc opened a new position in J.M. Smucker (SJM) in Q3 2026: 2,046 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #388 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in SJM as recently as Q1 2026.

Ellevest Inc first reported a position in SJM in Q4 2018 and has held it in 21 quarters since. The position peaked at $343K in Q3 2025. 574 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Ellevest Inc held 2,046 shares of J.M. Smucker worth $244K as of Q3 2026.
  • J.M. Smucker was a new Ellevest Inc position in Q3 2026.
  • J.M. Smucker made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #388 holding.
  • Ellevest Inc first reported a position in J.M. Smucker in Q4 2018 and has held it in 21 quarters since.
  • Ellevest Inc's J.M. Smucker position peaked at $343K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.