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Independent Advisor Alliance’s J.M. Smucker SJM Stock Holding History

Independent Advisor Alliance’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 		$445K Sell
4,618
-304
-6% -$31.8K ﹤0.01% 1161
2025
Q4 		$481K Sell
4,922
-278
-5% -$28.7K 0.01% 659
2025
Q3 		$565K Buy
5,200
+247
+5% +$26.8K 0.01% 584
2025
Q2 		$486K Sell
4,953
-546
-10% -$60K 0.01% 596
2025
Q1 		$651K Sell
5,499
-342
-6% -$36.9K 0.02% 462
2024
Q4 		$643K Buy
5,841
+737
+14% +$84.8K 0.01% 866
2024
Q3 		$618K Sell
5,104
-299
-6% -$35.2K 0.02% 415
2024
Q2 		$589K Buy
5,403
+685
+15% +$77.5K 0.02% 427
2024
Q1 		$594K Sell
4,718
-46
-1% -$5.82K 0.02% 415
2023
Q4 		$602K Buy
4,764
+527
+12% +$61.1K 0.02% 403
2023
Q3 		$521K Sell
4,237
-6,908
-62% -$981K 0.02% 406
2023
Q2 		$1.65M Buy
11,145
+2,506
+29% +$382K 0.07% 226
2023
Q1 		$1.36M Buy
+8,639
New +$1.31M 0.07% 247

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

Independent Advisor Alliance's SJM Position: Q1 2026 in Review

Independent Advisor Alliance reduced its J.M. Smucker (SJM) stake by 6.2% in Q1 2026, selling an estimated $31.8K and leaving 4,618 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Independent Advisor Alliance first reported a position in SJM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.65M in Q2 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Independent Advisor Alliance held 4,618 shares of J.M. Smucker worth $445K as of Q1 2026.
  • Independent Advisor Alliance sold 304 J.M. Smucker shares in Q1 2026, an estimated $31.8K.
  • J.M. Smucker made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1161 holding.
  • Independent Advisor Alliance first reported a position in J.M. Smucker in Q1 2023 and has held it in 13 quarters since.
  • Independent Advisor Alliance's J.M. Smucker position peaked at $1.65M in Q2 2023.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.