FFO
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Fortitude Family Office’s J.M. Smucker SJM Stock Holding History

Fortitude Family Office’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 		$9.26K Buy
96
+23
+32% +$2.41K ﹤0.01% 688
2025
Q4 		$7.14K Buy
73
+44
+152% +$4.55K ﹤0.01% 692
2025
Q3 		$3.15K Sell
29
-9
-24% -$977 ﹤0.01% 1009
2025
Q2 		$3.73K Buy
38
+19
+100% +$2.09K ﹤0.01% 906
2025
Q1 		$2.25K Hold
19
– – ﹤0.01% 906
2024
Q4 		$2.09K Hold
19
– – ﹤0.01% 1031
2024
Q3 		$2.3K Hold
19
– – ﹤0.01% 976
2024
Q2 		$2.07K Hold
19
– – ﹤0.01% 800
2024
Q1 		$2.39K Hold
19
– – ﹤0.01% 790
2023
Q4 		$2.4K Buy
+19
New +$2.2K ﹤0.01% 842

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
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
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
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