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Larson Financial Group’s J.M. Smucker SJM Stock Holding History

Larson Financial Group’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 		$46.3K Buy
480
+2
+0.4% +$209 ﹤0.01% 1397
2025
Q4 		$46.7K Sell
478
-211
-31% -$21.8K ﹤0.01% 1260
2025
Q3 		$74.8K Buy
689
+476
+223% +$51.7K ﹤0.01% 1012
2025
Q2 		$20.9K Buy
213
+12
+6% +$1.32K ﹤0.01% 1473
2025
Q1 		$23.8K Buy
201
+60
+43% +$6.48K ﹤0.01% 1298
2024
Q4 		$15.6K Buy
141
+52
+58% +$5.98K ﹤0.01% 1317
2024
Q3 		$10.8K Buy
89
+69
+345% +$8.13K ﹤0.01% 1453
2024
Q2 		$2.21K Buy
+20
New +$2.26K ﹤0.01% 1584
2024
Q1 		– Sell
-5
Closed -$675 – 1888
2023
Q4 		$675 Hold
5
– – ﹤0.01% 1535
2023
Q3 		$652 Sell
5
-71
-93% -$10.1K ﹤0.01% 1549
2023
Q2 		$11.3K Buy
76
+3
+4% +$458 ﹤0.01% 894
2023
Q1 		$11.5K Hold
73
– – ﹤0.01% 885
2022
Q4 		$11.6K Hold
73
– – ﹤0.01% 822
2022
Q3 		$10K Buy
73
+71
+3,550% +$9.68K ﹤0.01% 798
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1290
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1150
2021
Q4 		$0 Sell
2
-3
-60% -$383 ﹤0.01% 1165
2021
Q3 		$1K Hold
5
– – ﹤0.01% 849
2021
Q2 		$1K Hold
5
– – ﹤0.01% 787
2021
Q1 		$1K Buy
+5
New +$590 ﹤0.01% 794

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

Larson Financial Group's SJM Position: Q1 2026 in Review

Larson Financial Group increased its J.M. Smucker (SJM) stake by 0.42% in Q1 2026, buying an estimated $209 and bringing the position to 480 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Larson Financial Group first reported a position in SJM in Q1 2021 and has held it in 20 quarters since. The position peaked at $74.8K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Larson Financial Group held 480 shares of J.M. Smucker worth $46.3K as of Q1 2026.
  • Larson Financial Group bought 2 J.M. Smucker shares in Q1 2026, an estimated $209.
  • J.M. Smucker made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1397 holding.
  • Larson Financial Group first reported a position in J.M. Smucker in Q1 2021 and has held it in 20 quarters since.
  • Larson Financial Group's J.M. Smucker position peaked at $74.8K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.