First Dallas Securities
SJM icon

First Dallas Securities’s J.M. Smucker SJM Stock Holding History

First Dallas Securities’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 		$1.53M Buy
+12,825
New +$1.54M 0.51% 48
2019
Q4 		– Sell
-2,365
Closed -$260K – 88
2019
Q3 		$260K Sell
2,365
-800
-25% -$89.2K 0.23% 71
2019
Q2 		$365K Buy
3,165
+100
+3% +$12.2K 0.32% 64
2019
Q1 		$357K Buy
+3,065
New +$320K 0.26% 70

Other funds holding SJM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

First Dallas Securities's SJM Position: Q3 2026 in Review

First Dallas Securities opened a new position in J.M. Smucker (SJM) in Q3 2026: 12,825 shares worth $1.53M. The stake represents 0.51% of the portfolio and ranks #48 among its holdings. This is a return to the name: First Dallas Securities previously reported a position in SJM as recently as Q3 2019.

First Dallas Securities first reported a position in SJM in Q1 2019 and has held it in 4 quarters since. 774 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • First Dallas Securities held 12,825 shares of J.M. Smucker worth $1.53M as of Q3 2026.
  • J.M. Smucker was a new First Dallas Securities position in Q3 2026.
  • J.M. Smucker made up 0.51% of First Dallas Securities's portfolio in Q3 2026, its #48 holding.
  • First Dallas Securities first reported a position in J.M. Smucker in Q1 2019 and has held it in 4 quarters since.
  • 774 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on First Dallas Securities's 13F filing for Q3 2026, filed 13 Nov 2026.