JTC Employer Solutions Trustee’s J.M. Smucker SJM Stock Holding History

JTC Employer Solutions Trustee’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	$83K	Hold	860	–	–	0.01%	215
2025 Q4	$84K	Hold	860	–	–	0.01%	223
2025 Q3	$93K	Hold	860	–	–	0.01%	212
2025 Q2	$84K	Hold	860	–	–	0.01%	205
2025 Q1	$102K	Hold	860	–	–	0.01%	195
2024 Q4	$94K	Hold	860	–	–	0.01%	200
2024 Q3	$104K	Hold	860	–	–	0.01%	196
2024 Q2	$94K	Hold	860	–	–	0.01%	209
2024 Q1	$108K	Hold	860	–	–	0.01%	189
2023 Q4	$108K	Hold	860	–	–	0.01%	184
2023 Q3	$106K	Hold	860	–	–	0.01%	183
2023 Q2	$127K	Hold	860	–	–	0.01%	169
2023 Q1	$135K	Hold	860	–	–	0.01%	170
2022 Q4	$136K	Hold	860	–	–	0.01%	168
2022 Q3	$118K	Hold	860	–	–	0.02%	152
2022 Q2	$110K	Hold	860	–	–	0.01%	143
2022 Q1	$116K	Hold	860	–	–	0.01%	154
2021 Q4	$117K	Hold	860	–	–	0.01%	154
2021 Q3	$103K	Hold	860	–	–	0.01%	165
2021 Q2	$111K	Buy	+860	New	+$114K	0.02%	151

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

JTC Employer Solutions Trustee's SJM Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its J.M. Smucker (SJM) position steady in Q1 2026 at 860 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #215.

JTC Employer Solutions Trustee first reported a position in SJM in Q2 2021 and has held it in 20 quarters since. The position peaked at $136K in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

JTC Employer Solutions Trustee held 860 shares of J.M. Smucker worth $83K as of Q1 2026.
JTC Employer Solutions Trustee left its J.M. Smucker share count unchanged in Q1 2026.
J.M. Smucker made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #215 holding.
JTC Employer Solutions Trustee first reported a position in J.M. Smucker in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's J.M. Smucker position peaked at $136K in Q4 2022.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.