Inspire Investing’s J.M. Smucker SJM Stock Holding History

Inspire Investing’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	$697	Hold	7	–	–	﹤0.01%	1038
2025 Q4	$707	Buy	+7	New	+$724	﹤0.01%	1037
2021 Q4	–	Sell	-14,923	Closed	-$1.79M	–	807
2021 Q3	$1.79M	Buy	14,923 +1,478	+11%	+$188K	0.23%	117
2021 Q2	$1.74M	Buy	13,445 +3,184	+31%	+$423K	0.23%	92
2021 Q1	$1.3M	Buy	10,261 +5,527	+117%	+$652K	0.2%	99
2020 Q4	$547K	Sell	4,734 -7,599	-62%	-$883K	0.12%	144
2020 Q3	$1.42M	Buy	12,333 +8,725	+242%	+$973K	0.39%	52
2020 Q2	$382K	Sell	3,608 -202	-5%	-$22.7K	0.13%	141
2020 Q1	$423K	Sell	3,810 -1,962	-34%	-$210K	0.17%	119
2019 Q4	$601K	Buy	5,772 +1,129	+24%	+$120K	0.22%	148
2019 Q3	$511K	Sell	4,643 -727	-14%	-$81K	0.19%	162
2019 Q2	$619K	Sell	5,370 -89	-2%	-$10.9K	0.26%	93
2019 Q1	$636K	Buy	5,459 +1,504	+38%	+$157K	0.3%	83
2018 Q4	$370K	Buy	3,955 +124	+3%	+$12.9K	0.25%	95
2018 Q3	$393K	Buy	3,831 +298	+8%	+$32.5K	0.24%	94
2018 Q2	$380K	Buy	3,533 +567	+19%	+$63.7K	0.27%	82
2018 Q1	$368K	Buy	2,966 +1,474	+99%	+$184K	0.37%	24
2017 Q4	$185K	Buy	+1,492	New	+$166K	0.16%	103

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 London, United Kingdom $280B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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