EP
SJM icon

Essential Partners’s J.M. Smucker SJM Stock Holding History

Essential Partners’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 		$11K Buy
114
+55
+93% +$5.76K ﹤0.01% 1213
2025
Q4 		$5.77K Sell
59
-69
-54% -$7.13K ﹤0.01% 1372
2025
Q3 		$13.9K Buy
128
+69
+117% +$7.49K ﹤0.01% 1036
2025
Q2 		$5.79K Buy
+59
New +$6.49K ﹤0.01% 1013

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

Essential Partners's SJM Position: Q1 2026 in Review

Essential Partners increased its J.M. Smucker (SJM) stake by 93% in Q1 2026, buying an estimated $5.76K and bringing the position to 114 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Essential Partners first reported a position in SJM in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.9K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Essential Partners held 114 shares of J.M. Smucker worth $11K as of Q1 2026.
  • Essential Partners bought 55 J.M. Smucker shares in Q1 2026, an estimated $5.76K.
  • J.M. Smucker made up ﹤0.01% of Essential Partners's portfolio in Q1 2026, its #1213 holding.
  • Essential Partners first reported a position in J.M. Smucker in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's J.M. Smucker position peaked at $13.9K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.