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Empirical Finance’s J.M. Smucker SJM Stock Holding History

Empirical Finance’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 		$357K Sell
3,706
-3
-0.1% -$314 0.02% 445
2025
Q4 		$363K Sell
3,709
-150
-4% -$15.5K 0.02% 437
2025
Q3 		$419K Buy
3,859
+37
+1% +$4.02K 0.02% 444
2025
Q2 		$375K Buy
3,822
+26
+0.7% +$2.86K 0.02% 451
2025
Q1 		$449K Buy
3,796
+212
+6% +$22.9K 0.03% 418
2024
Q4 		$395K Sell
3,584
-32
-0.9% -$3.68K 0.02% 434
2024
Q3 		$438K Buy
3,616
+56
+2% +$6.6K 0.03% 432
2024
Q2 		$388K Sell
3,560
-133
-4% -$15K 0.02% 442
2024
Q1 		$465K Buy
3,693
+122
+3% +$15.4K 0.03% 434
2023
Q4 		$451K Sell
3,571
-154
-4% -$17.8K 0.03% 427
2023
Q3 		$458K Buy
3,725
+326
+10% +$46.3K 0.03% 406
2023
Q2 		$502K Buy
3,399
+363
+12% +$55.4K 0.04% 366
2023
Q1 		$478K Buy
3,036
+158
+5% +$24K 0.04% 361
2022
Q4 		$456K Buy
2,878
+224
+8% +$33.4K 0.05% 353
2022
Q3 		$365K Buy
2,654
+424
+19% +$57.8K 0.04% 369
2022
Q2 		$285K Buy
2,230
+306
+16% +$40.8K 0.04% 408
2022
Q1 		$261K Buy
1,924
+230
+14% +$31.3K 0.03% 436
2021
Q4 		$230K Buy
+1,694
New +$216K 0.03% 444
2017
Q1 		– Sell
-46
Closed -$6K – 494
2016
Q4 		$6K Buy
+46
New +$5.96K ﹤0.01% 506

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

Empirical Finance's SJM Position: Q1 2026 in Review

Empirical Finance reduced its J.M. Smucker (SJM) stake by 0.08% in Q1 2026, selling an estimated $314 and leaving 3,706 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #445.

Empirical Finance first reported a position in SJM in Q4 2016 and has held it in 19 quarters since. The position peaked at $502K in Q2 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Empirical Finance held 3,706 shares of J.M. Smucker worth $357K as of Q1 2026.
  • Empirical Finance sold 3 J.M. Smucker shares in Q1 2026, an estimated $314.
  • J.M. Smucker made up 0.02% of Empirical Finance's portfolio in Q1 2026, its #445 holding.
  • Empirical Finance first reported a position in J.M. Smucker in Q4 2016 and has held it in 19 quarters since.
  • Empirical Finance's J.M. Smucker position peaked at $502K in Q2 2023.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.