Fortis Group Advisors’s J.M. Smucker SJM Stock Holding History

Fortis Group Advisors’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	$2.51K	Hold	26	–	–	﹤0.01%	476
2025 Q4	$2.54K	Hold	26	–	–	﹤0.01%	476
2025 Q3	$2.82K	Hold	26	–	–	﹤0.01%	434
2025 Q2	$2.55K	Hold	26	–	–	﹤0.01%	432
2025 Q1	$3.08K	Hold	26	–	–	﹤0.01%	389
2024 Q4	$2.86K	Hold	26	–	–	﹤0.01%	407
2024 Q3	$3.15K	Hold	26	–	–	﹤0.01%	394
2024 Q2	$2.83K	Hold	26	–	–	﹤0.01%	397
2024 Q1	$3.27K	Sell	26 -26	-50%	-$3.29K	﹤0.01%	406
2023 Q4	$6.57K	Buy	52 +26	+100%	+$3.01K	﹤0.01%	335
2023 Q3	$3.2K	Buy	+26	New	+$3.69K	﹤0.01%	331
2020 Q3	$3K	Buy	+26	New	+$2.9K	﹤0.01%	373

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 London, United Kingdom $280B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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