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Foundations Investment Advisors’s J.M. Smucker SJM Stock Holding History

Foundations Investment 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 		$442K Buy
4,588
+2,500
+120% +$262K 0.01% 751
2025
Q4 		$204K Buy
+2,088
New +$216K ﹤0.01% 1058

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T 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 $666B 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 $416B 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 $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foundations Investment Advisors's SJM Position: Q1 2026 in Review

Foundations Investment Advisors increased its J.M. Smucker (SJM) stake by 120% in Q1 2026, buying an estimated $262K and bringing the position to 4,588 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #751.

Foundations Investment Advisors first reported a position in SJM in Q4 2025 and has held it in 2 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Foundations Investment Advisors held 4,588 shares of J.M. Smucker worth $442K as of Q1 2026.
  • Foundations Investment Advisors bought 2,500 J.M. Smucker shares in Q1 2026, an estimated $262K.
  • J.M. Smucker made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #751 holding.
  • Foundations Investment Advisors first reported a position in J.M. Smucker in Q4 2025 and has held it in 2 quarters since.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.