Kohmann Bosshard Financial Services’s J.M. Smucker SJM Stock Holding History

Kohmann Bosshard Financial Services’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	-670	Closed	-$65.5K	–	534
2025 Q4	$65.5K	Buy	+670	New	+$69.3K	0.01%	465
2025 Q2	–	Sell	-1,819	Closed	-$215K	–	206
2025 Q1	$215K	Hold	1,819	–	–	0.03%	204
2024 Q4	$200K	Hold	1,819	–	–	0.02%	184
2024 Q3	$220K	Sell	1,819 -400	-18%	-$47.1K	0.03%	187
2024 Q2	$242K	Buy	2,219 +153	+7%	+$17.3K	0.03%	173
2024 Q1	$260K	Hold	2,066	–	–	0.04%	170
2023 Q4	$261K	Hold	2,066	–	–	0.04%	163
2023 Q3	$254K	Hold	2,066	–	–	0.04%	150
2023 Q2	$305K	Hold	2,066	–	–	0.05%	136
2023 Q1	$325K	Hold	2,066	–	–	0.06%	113
2022 Q4	$327K	Buy	+2,066	New	+$308K	0.07%	106
2017 Q1	$225K	Hold	1,714	–	–	0.19%	55
2016 Q4	$233K	Buy	+1,714	New	+$222K	0.22%	53

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kohmann Bosshard Financial Services's SJM Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 670 shares — an estimated $65.5K sold.

Kohmann Bosshard Financial Services first reported a position in SJM in Q4 2016 and held it in 13 quarters. The position peaked at $327K in Q4 2022. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 670 J.M. Smucker shares in Q1 2026, an estimated $65.5K.
Kohmann Bosshard Financial Services first reported a position in J.M. Smucker in Q4 2016 and held it in 13 quarters.
Kohmann Bosshard Financial Services's J.M. Smucker position peaked at $327K in Q4 2022.
818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.