Financial Avengers’s J.M. Smucker SJM Stock Holding History

Financial Avengers’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	$5.56K	Buy	58 +1	+2%	+$105	﹤0.01%	121
2025 Q4	$5.58K	Buy	57 +1	+2%	+$103	﹤0.01%	121
2025 Q3	$6.13K	Hold	56	–	–	﹤0.01%	120
2025 Q2	$5.49K	Buy	56 +1	+2%	+$110	﹤0.01%	124
2025 Q1	$6.56K	Hold	55	–	–	﹤0.01%	124
2024 Q4	$6.04K	Buy	55 +1	+2%	+$115	﹤0.01%	135
2024 Q3	$6.58K	Hold	54	–	–	﹤0.01%	147
2024 Q2	$5.87K	Buy	54 +1	+2%	+$113	﹤0.01%	128
2024 Q1	$6.65K	Buy	53 +25	+89%	+$3.17K	﹤0.01%	119
2023 Q4	$3.55K	Hold	28	–	–	﹤0.01%	143
2023 Q3	$3.42K	Hold	28	–	–	﹤0.01%	142
2023 Q2	$4.08K	Buy	28 +1	+4%	+$153	﹤0.01%	127
2023 Q1	$4.32K	Hold	27	–	–	﹤0.01%	125
2022 Q4	$4.32K	Hold	27	–	–	﹤0.01%	124
2022 Q3	$4K	Hold	27	–	–	﹤0.01%	123
2022 Q2	$3K	Hold	27	–	–	﹤0.01%	134
2022 Q1	$4K	Buy	27 +21	+350%	+$2.86K	﹤0.01%	134
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	154
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	150
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	150
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	151
2020 Q4	$1K	Buy	+6	New	+$697	﹤0.01%	155

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Avengers's SJM Position: Q1 2026 in Review

Financial Avengers increased its J.M. Smucker (SJM) stake by 1.8% in Q1 2026, buying an estimated $105 and bringing the position to 58 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Financial Avengers first reported a position in SJM in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.65K in Q1 2024. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Financial Avengers held 58 shares of J.M. Smucker worth $5.56K as of Q1 2026.
Financial Avengers bought 1 J.M. Smucker share in Q1 2026, an estimated $105.
J.M. Smucker made up ﹤0.01% of Financial Avengers's portfolio in Q1 2026, its #121 holding.
Financial Avengers first reported a position in J.M. Smucker in Q4 2020 and has held it in 22 quarters since.
Financial Avengers's J.M. Smucker position peaked at $6.65K in Q1 2024.
816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.