Key Financial Inc’s J.M. Smucker SJM Stock Holding History

Key Financial Inc’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	$28.9K	Hold	300	–	–	0.01%	648
2025 Q4	$29.3K	Sell	300 -8	-3%	-$827	0.01%	641
2025 Q3	$33.4K	Hold	308	–	–	0.01%	595
2025 Q2	$30.2K	Hold	308	–	–	0.01%	593
2025 Q1	$36.5K	Hold	308	–	–	0.01%	532
2024 Q4	$33.9K	Sell	308 -21	-6%	-$2.42K	0.01%	547
2024 Q3	$39.8K	Hold	329	–	–	0.01%	515
2024 Q2	$35.9K	Hold	329	–	–	0.01%	522
2024 Q1	$41.4K	Hold	329	–	–	0.01%	468
2023 Q4	$41.6K	Buy	329 +8	+2%	+$927	0.01%	458
2023 Q3	$39.5K	Sell	321 -26	-7%	-$3.69K	0.01%	444
2023 Q2	$51.2K	Buy	347 +26	+8%	+$3.97K	0.02%	404
2023 Q1	$50.5K	Hold	321	–	–	0.02%	393
2022 Q4	$44.1K	Hold	321	–	–	0.02%	383
2022 Q3	$44K	Hold	321	–	–	0.02%	389
2022 Q2	$42K	Hold	321	–	–	0.02%	393
2022 Q1	$43K	Hold	321	–	–	0.02%	384
2021 Q4	$44K	Hold	321	–	–	0.02%	363
2021 Q3	$39K	Sell	321 -352	-52%	-$44.7K	0.02%	376
2021 Q2	$88K	Buy	673 +352	+110%	+$46.7K	0.05%	248
2021 Q1	$41K	Hold	321	–	–	0.03%	311
2020 Q4	$37K	Buy	+321	New	+$37.3K	0.03%	293
2020 Q2	–	Sell	-321	Closed	-$36K	–	531
2020 Q1	$36K	Buy	+321	New	+$34.3K	0.04%	255

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

Key Financial Inc's SJM Position: Q1 2026 in Review

Key Financial Inc held its J.M. Smucker (SJM) position steady in Q1 2026 at 300 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #648.

Key Financial Inc first reported a position in SJM in Q1 2020 and has held it in 23 quarters since. The position peaked at $88K in Q2 2021. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Key Financial Inc held 300 shares of J.M. Smucker worth $28.9K as of Q1 2026.
Key Financial Inc left its J.M. Smucker share count unchanged in Q1 2026.
J.M. Smucker made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #648 holding.
Key Financial Inc first reported a position in J.M. Smucker in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's J.M. Smucker position peaked at $88K in Q2 2021.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.