Great Valley Advisor Group’s J.M. Smucker SJM Stock Holding History

Great Valley Advisor Group’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	$467K	Sell	4,844 -4,332	-47%	-$454K	0.01%	705
2025 Q4	$898K	Buy	9,176 +1,586	+21%	+$164K	0.02%	498
2025 Q3	$824K	Buy	7,590 +2,430	+47%	+$264K	0.02%	508
2025 Q2	$507K	Sell	5,160 -292	-5%	-$32.1K	0.01%	603
2025 Q1	$645K	Sell	5,452 -26,033	-83%	-$2.81M	0.01%	531
2024 Q4	$3.47M	Buy	31,485 +4,514	+17%	+$519K	0.08%	233
2024 Q3	$3.27M	Buy	+26,971	New	+$3.18M	0.08%	244
2024 Q1	–	Sell	-10,455	Closed	-$1.32M	–	776
2023 Q4	$1.32M	Buy	+10,455	New	+$1.21M	0.05%	299

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Great Valley Advisor Group's SJM Position: Q1 2026 in Review

Great Valley Advisor Group reduced its J.M. Smucker (SJM) stake by 47% in Q1 2026, selling an estimated $454K and leaving 4,844 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #705.

Great Valley Advisor Group first reported a position in SJM in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.47M in Q4 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Great Valley Advisor Group held 4,844 shares of J.M. Smucker worth $467K as of Q1 2026.
Great Valley Advisor Group sold 4,332 J.M. Smucker shares in Q1 2026, an estimated $454K.
J.M. Smucker made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #705 holding.
Great Valley Advisor Group first reported a position in J.M. Smucker in Q4 2023 and has held it in 8 quarters since.
Great Valley Advisor Group's J.M. Smucker position peaked at $3.47M in Q4 2024.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.