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Forum Financial Management’s J.M. Smucker SJM Stock Holding History

Forum Financial Management’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
-3,678
Closed -$360K – 878
2025
Q4 		$360K Buy
3,678
+458
+14% +$47.3K ﹤0.01% 651
2025
Q3 		$350K Sell
3,220
-535
-14% -$58.1K ﹤0.01% 655
2025
Q2 		$369K Buy
3,755
+642
+21% +$70.6K 0.01% 547
2025
Q1 		$369K Buy
3,113
+116
+4% +$12.5K 0.01% 485
2024
Q4 		$330K Buy
2,997
+928
+45% +$107K 0.01% 561
2024
Q3 		$251K Buy
2,069
+6
+0.3% +$707 ﹤0.01% 610
2024
Q2 		$225K Hold
2,063
– – ﹤0.01% 613
2024
Q1 		$260K Buy
2,063
+1
+0% +$127 ﹤0.01% 566
2023
Q4 		$261K Sell
2,062
-864
-30% -$100K ﹤0.01% 523
2023
Q3 		$360K Hold
2,926
– – 0.01% 365
2023
Q2 		$432K Buy
2,926
+1
+0% +$153 0.01% 321
2023
Q1 		$460K Sell
2,925
-25
-0.8% -$3.8K 0.01% 283
2022
Q4 		$467K Buy
2,950
+307
+12% +$45.7K 0.02% 266
2022
Q3 		$363K Hold
2,643
– – 0.02% 294
2022
Q2 		$338K Buy
2,643
+1
+0% +$133 0.02% 320
2022
Q1 		$357K Hold
2,642
– – 0.02% 319
2021
Q4 		$359K Buy
+2,642
New +$337K 0.02% 337

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 $3.38T AUM 44.17% 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

Forum Financial Management's SJM Position: Q1 2026 in Review

Forum Financial Management sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 3,678 shares — an estimated $360K sold.

Forum Financial Management first reported a position in SJM in Q4 2021 and held it in 17 quarters. The position peaked at $467K in Q4 2022. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Forum Financial Management reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,678 J.M. Smucker shares in Q1 2026, an estimated $360K.
  • Forum Financial Management first reported a position in J.M. Smucker in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's J.M. Smucker position peaked at $467K in Q4 2022.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.