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BFC Planning, Inc.’s J.M. Smucker SJM Stock Holding History

BFC Planning, Inc.’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
Q3 		$23.9K Sell
201
-65
-24% -$7.82K ﹤0.01% 1936
2026
Q2 		$30K Buy
266
+36
+16% +$3.67K ﹤0.01% 1805
2026
Q1 		$22.1K Sell
230
-2,078
-90% -$218K ﹤0.01% 1665
2025
Q4 		$226K Buy
2,308
+2,191
+1,873% +$226K 0.01% 832
2025
Q3 		$12.7K Hold
117
– – ﹤0.01% 1787
2025
Q2 		$11.5K Hold
117
– – ﹤0.01% 1730
2025
Q1 		$13.9K Sell
117
-4
-3% -$432 ﹤0.01% 1623
2024
Q4 		$13.4K Buy
121
+5
+4% +$575 ﹤0.01% 1637
2024
Q3 		$14.1K Buy
+116
New +$13.7K ﹤0.01% 1600

Other funds holding SJM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

BFC Planning, Inc.'s SJM Position: Q3 2026 in Review

BFC Planning, Inc. reduced its J.M. Smucker (SJM) stake by 24% in Q3 2026, selling an estimated $7.82K and leaving 201 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

BFC Planning, Inc. first reported a position in SJM in Q3 2024 and has held it in 9 quarters since. The position peaked at $226K in Q4 2025. 774 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • BFC Planning, Inc. held 201 shares of J.M. Smucker worth $23.9K as of Q3 2026.
  • BFC Planning, Inc. sold 65 J.M. Smucker shares in Q3 2026, an estimated $7.82K.
  • J.M. Smucker made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1936 holding.
  • BFC Planning, Inc. first reported a position in J.M. Smucker in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s J.M. Smucker position peaked at $226K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.