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FORA Capital’s J.M. Smucker SJM Stock Holding History

FORA Capital’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 		– Sell
-12,842
Closed -$1.38M – 582
2025
Q4 		$1.38M Buy
12,842
+8,592
+202% +$888K 0.17% 157
2025
Q3 		$462K Buy
+4,250
New +$462K 0.08% 296
2025
Q1 		– Sell
-4,552
Closed -$501K – 638
2024
Q4 		$501K Buy
+4,552
New +$524K 0.06% 262
2024
Q3 		– Sell
-24,967
Closed -$2.72M – 558
2024
Q2 		$2.72M Buy
+24,967
New +$2.82M 0.33% 102
2023
Q4 		– Sell
-36,789
Closed -$4.52M – 626
2023
Q3 		$4.52M Buy
36,789
+31,802
+638% +$4.52M 0.4% 73
2023
Q2 		$736K Buy
4,987
+3,623
+266% +$553K 0.1% 193
2023
Q1 		$215K Buy
+1,364
New +$207K 0.02% 481
2022
Q1 		– Sell
-2,850
Closed -$387K – 622
2021
Q4 		$387K Sell
2,850
-306
-10% -$39K 0.15% 182
2021
Q3 		$379K Buy
3,156
+381
+14% +$48.4K 0.1% 240
2021
Q2 		$360K Buy
2,775
+1,595
+135% +$212K 0.07% 325
2021
Q1 		$149K Buy
+1,180
New +$139K 0.05% 339
2020
Q4 		– Sell
-2,067
Closed -$239K – 1117
2020
Q3 		$239K Buy
+2,067
New +$230K 0.16% 143
2020
Q2 		– Sell
-10,788
Closed -$1.2M – 1266
2020
Q1 		$1.2M Sell
10,788
-3,008
-22% -$322K 0.26% 98
2019
Q4 		$1.44M Buy
+13,796
New +$1.46M 0.14% 189

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FORA Capital's SJM Position: Q1 2026 in Review

FORA Capital sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 12,842 shares — an estimated $1.38M sold.

FORA Capital first reported a position in SJM in Q4 2019 and held it in 14 quarters. The position peaked at $4.52M in Q3 2023. 819 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • FORA Capital reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 12,842 J.M. Smucker shares in Q1 2026, an estimated $1.38M.
  • FORA Capital first reported a position in J.M. Smucker in Q4 2019 and held it in 14 quarters.
  • FORA Capital's J.M. Smucker position peaked at $4.52M in Q3 2023.
  • 819 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.