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Gallagher Fiduciary Advisors’s J.M. Smucker SJM Stock Holding History

Gallagher Fiduciary 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 		$345K Sell
3,580
-149
-4% -$15.6K 0.01% 250
2025
Q4 		$365K Sell
3,729
-162
-4% -$16.7K 0.01% 239
2025
Q3 		$423K Sell
3,891
-2,894
-43% -$314K 0.02% 196
2025
Q2 		$666K Sell
6,785
-548
-7% -$60.2K 0.03% 135
2025
Q1 		$868K Buy
7,333
+284
+4% +$30.7K 0.03% 101
2024
Q4 		$776K Buy
7,049
+1,561
+28% +$180K 0.15% 85
2024
Q3 		$665K Sell
5,488
-624
-10% -$73.5K 0.13% 88
2024
Q2 		$667K Buy
6,112
+894
+17% +$101K 0.15% 82
2024
Q1 		$657K Sell
5,218
-131
-2% -$16.6K 0.02% 91
2023
Q4 		$676K Buy
5,349
+512
+11% +$59.3K 0.02% 87
2023
Q3 		$595K Buy
4,837
+97
+2% +$13.8K 0.05% 84
2023
Q2 		$701K Sell
4,740
-126
-3% -$19.2K 0.05% 92
2023
Q1 		$767K Buy
+4,866
New +$739K 0.06% 90

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

Gallagher Fiduciary Advisors's SJM Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its J.M. Smucker (SJM) stake by 4% in Q1 2026, selling an estimated $15.6K and leaving 3,580 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #250.

Gallagher Fiduciary Advisors first reported a position in SJM in Q1 2023 and has held it in 13 quarters since. The position peaked at $868K in Q1 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Gallagher Fiduciary Advisors held 3,580 shares of J.M. Smucker worth $345K as of Q1 2026.
  • Gallagher Fiduciary Advisors sold 149 J.M. Smucker shares in Q1 2026, an estimated $15.6K.
  • J.M. Smucker made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #250 holding.
  • Gallagher Fiduciary Advisors first reported a position in J.M. Smucker in Q1 2023 and has held it in 13 quarters since.
  • Gallagher Fiduciary Advisors's J.M. Smucker position peaked at $868K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.