InceptionR’s J.M. Smucker SJM Stock Holding History

InceptionR’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	-17,578	Closed	-$1.72M	–	880
2025 Q4	$1.72M	Buy	17,578 +7,893	+81%	+$816K	0.48%	16
2025 Q3	$1.05M	Buy	+9,685	New	+$1.05M	0.25%	117
2024 Q3	–	Sell	-9,589	Closed	-$1.05M	–	849
2024 Q2	$1.05M	Buy	+9,589	New	+$1.08M	0.3%	99
2024 Q1	–	Sell	-2,045	Closed	-$258K	–	718
2023 Q4	$258K	Buy	+2,045	New	+$237K	0.18%	259
2023 Q2	–	Sell	-4,971	Closed	-$782K	–	599
2023 Q1	$782K	Sell	4,971 -3,314	-40%	-$503K	0.25%	154
2022 Q4	$1.31M	Buy	+8,285	New	+$1.23M	0.69%	6

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

InceptionR's SJM Position: Q1 2026 in Review

InceptionR sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 17,578 shares — an estimated $1.72M sold.

InceptionR first reported a position in SJM in Q4 2022 and held it in 6 quarters. The position peaked at $1.72M in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

InceptionR reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
InceptionR sold 17,578 J.M. Smucker shares in Q1 2026, an estimated $1.72M.
InceptionR first reported a position in J.M. Smucker in Q4 2022 and held it in 6 quarters.
InceptionR's J.M. Smucker position peaked at $1.72M in Q4 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.