Lido Advisors
SJM icon

Lido Advisors’s J.M. Smucker SJM Stock Holding History

Lido Advisors’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 		$223K Sell
2,313
-687
-23% -$71.9K ﹤0.01% 1726
2025
Q4 		$321K Buy
3,000
+258
+9% +$26.7K ﹤0.01% 1529
2025
Q3 		$298K Buy
2,742
+227
+9% +$24.7K ﹤0.01% 1495
2025
Q2 		$247K Sell
2,515
-6,598
-72% -$725K ﹤0.01% 1422
2025
Q1 		$1.08M Buy
9,113
+1,227
+16% +$133K ﹤0.01% 746
2024
Q4 		$868K Buy
7,886
+40
+0.5% +$4.6K ﹤0.01% 814
2024
Q3 		$950K Buy
7,846
+881
+13% +$104K ﹤0.01% 728
2024
Q2 		$759K Sell
6,965
-5,101
-42% -$577K ﹤0.01% 777
2024
Q1 		$1.52M Buy
+12,066
New +$1.53M 0.01% 508
2023
Q4 		– Sell
-2,389
Closed -$294K – 1426
2023
Q3 		$294K Sell
2,389
-9,604
-80% -$1.36M ﹤0.01% 923
2023
Q2 		$1.77M Sell
11,993
-7,127
-37% -$1.09M 0.01% 394
2023
Q1 		$3.01M Buy
19,120
+17,366
+990% +$2.64M 0.03% 269
2022
Q4 		$278K Sell
1,754
-191
-10% -$28.5K ﹤0.01% 811
2022
Q3 		$267K Sell
1,945
-8,226
-81% -$1.12M ﹤0.01% 797
2022
Q2 		$1.3M Sell
10,171
-1,689
-14% -$225K 0.02% 290
2022
Q1 		$1.6M Buy
11,860
+2,402
+25% +$327K 0.02% 292
2021
Q4 		$1.28M Buy
9,458
+795
+9% +$101K 0.01% 357
2021
Q3 		$1.04M Sell
8,663
-81
-0.9% -$10.3K 0.01% 398
2021
Q2 		$1.13M Sell
8,744
-345
-4% -$45.8K 0.02% 352
2021
Q1 		$1.15M Buy
9,089
+1,772
+24% +$209K 0.02% 306
2020
Q4 		$845K Buy
+7,317
New +$850K 0.02% 353

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

Lido Advisors's SJM Position: Q1 2026 in Review

Lido Advisors reduced its J.M. Smucker (SJM) stake by 23% in Q1 2026, selling an estimated $71.9K and leaving 2,313 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Lido Advisors first reported a position in SJM in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.01M in Q1 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Lido Advisors held 2,313 shares of J.M. Smucker worth $223K as of Q1 2026.
  • Lido Advisors sold 687 J.M. Smucker shares in Q1 2026, an estimated $71.9K.
  • J.M. Smucker made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1726 holding.
  • Lido Advisors first reported a position in J.M. Smucker in Q4 2020 and has held it in 21 quarters since.
  • Lido Advisors's J.M. Smucker position peaked at $3.01M in Q1 2023.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.