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IHT Wealth Management’s J.M. Smucker SJM Stock Holding History

IHT Wealth Management’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 		– Sell
-2,215
Closed -$217K – 1325
2025
Q4 		$217K Sell
2,215
-83
-4% -$8.58K 0.01% 1103
2025
Q3 		$250K Buy
+2,298
New +$250K 0.01% 1020
2018
Q2 		– Sell
-299
Closed -$36K – 1186
2018
Q1 		$36K Hold
299
– – 0.01% 784
2017
Q4 		$38K Buy
299
+99
+50% +$11K 0.01% 779
2017
Q3 		$21K Sell
200
-23
-10% -$2.63K 0.01% 769
2017
Q2 		$374 Sell
223
-44
-16% -$5.56K 0.18% 143
2017
Q1 		$35K Sell
267
-72
-21% -$9.79K 0.02% 515
2016
Q4 		$44K Buy
+339
New +$43.9K 0.03% 414

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

IHT Wealth Management's SJM Position: Q1 2026 in Review

IHT Wealth Management sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 2,215 shares — an estimated $217K sold.

IHT Wealth Management first reported a position in SJM in Q4 2016 and held it in 8 quarters. The position peaked at $250K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • IHT Wealth Management reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 2,215 J.M. Smucker shares in Q1 2026, an estimated $217K.
  • IHT Wealth Management first reported a position in J.M. Smucker in Q4 2016 and held it in 8 quarters.
  • IHT Wealth Management's J.M. Smucker position peaked at $250K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.