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Harbour Investments’s J.M. Smucker SJM Stock Holding History

Harbour Investments’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 		$771K Buy
7,995
+3,343
+72% +$350K 0.01% 868
2025
Q4 		$455K Buy
4,652
+97
+2% +$10K 0.01% 894
2025
Q3 		$495K Sell
4,555
-305
-6% -$33.1K 0.01% 830
2025
Q2 		$477K Buy
4,860
+574
+13% +$63.1K 0.01% 796
2025
Q1 		$507K Sell
4,286
-5,746
-57% -$621K 0.01% 710
2024
Q4 		$1.1M Buy
10,032
+1,149
+13% +$132K 0.03% 447
2024
Q3 		$1.08M Buy
8,883
+5,659
+176% +$667K 0.03% 432
2024
Q2 		$352K Sell
3,224
-51
-2% -$5.77K 0.01% 741
2024
Q1 		$412K Buy
3,275
+467
+17% +$59.1K 0.01% 660
2023
Q4 		$355K Buy
2,808
+263
+10% +$30.5K 0.01% 658
2023
Q3 		$313K Sell
2,545
-35
-1% -$4.97K 0.02% 640
2023
Q2 		$381K Buy
2,580
+145
+6% +$22.1K 0.02% 580
2023
Q1 		$383K Buy
2,435
+218
+10% +$33.1K 0.02% 548
2022
Q4 		$351K Buy
2,217
+44
+2% +$6.55K 0.02% 554
2022
Q3 		$278K Hold
2,173
– – 0.02% 579
2022
Q2 		$278K Buy
+2,173
New +$290K 0.02% 579
2021
Q4 		$295K Sell
2,175
-5,959
-73% -$760K 0.02% 580
2021
Q3 		$976K Sell
8,134
-2,189
-21% -$278K 0.03% 453
2021
Q2 		$1.34M Buy
10,323
+1,694
+20% +$225K 0.04% 392
2021
Q1 		$1.09M Buy
+8,629
New +$1.02M 0.04% 391

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

Harbour Investments's SJM Position: Q1 2026 in Review

Harbour Investments increased its J.M. Smucker (SJM) stake by 72% in Q1 2026, buying an estimated $350K and bringing the position to 7,995 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #868.

Harbour Investments first reported a position in SJM in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.34M in Q2 2021. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Harbour Investments held 7,995 shares of J.M. Smucker worth $771K as of Q1 2026.
  • Harbour Investments bought 3,343 J.M. Smucker shares in Q1 2026, an estimated $350K.
  • J.M. Smucker made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #868 holding.
  • Harbour Investments first reported a position in J.M. Smucker in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's J.M. Smucker position peaked at $1.34M in Q2 2021.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.