Financial Freedom LLC’s J.M. Smucker SJM Stock Holding History

Financial Freedom LLC’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	$42.8K	Hold	443	–	–	0.02%	177
2025 Q4	$43.3K	Hold	443	–	–	0.02%	175
2025 Q3	$48.1K	Buy	443 +1	+0.2%	+$109	0.02%	174
2025 Q2	$43.5K	Buy	442 +1	+0.2%	+$110	0.02%	177
2025 Q1	$52.2K	Buy	441 +11	+3%	+$1.19K	0.03%	167
2024 Q4	$47.4K	Buy	430 +1	+0.2%	+$115	0.03%	166
2024 Q3	$51.9K	Buy	429 +2	+0.5%	+$236	0.03%	161
2024 Q2	$46.6K	Buy	427 +1	+0.2%	+$113	0.03%	165
2024 Q1	$53.6K	Buy	426 +1	+0.2%	+$127	0.03%	157
2023 Q4	$53.7K	Buy	425 +2	+0.5%	+$232	0.03%	153
2023 Q3	$52K	Buy	423 +1	+0.2%	+$142	0.04%	149
2023 Q2	$62.3K	Buy	422 +1	+0.2%	+$153	0.04%	139
2023 Q1	$66.2K	Buy	421 +1	+0.2%	+$152	0.05%	134
2022 Q4	$66.5K	Buy	+420	New	+$62.6K	0.04%	132

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 Freedom LLC's SJM Position: Q1 2026 in Review

Financial Freedom LLC held its J.M. Smucker (SJM) position steady in Q1 2026 at 443 shares worth $42.8K. The position accounts for 0.02% of the portfolio, ranked #177.

Financial Freedom LLC first reported a position in SJM in Q4 2022 and has held it in 14 quarters since. The position peaked at $66.5K in Q4 2022. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Financial Freedom LLC held 443 shares of J.M. Smucker worth $42.8K as of Q1 2026.
Financial Freedom LLC left its J.M. Smucker share count unchanged in Q1 2026.
J.M. Smucker made up 0.02% of Financial Freedom LLC's portfolio in Q1 2026, its #177 holding.
Financial Freedom LLC first reported a position in J.M. Smucker in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's J.M. Smucker position peaked at $66.5K in Q4 2022.
816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.