Mather Group’s J.M. Smucker SJM Stock Holding History

Mather 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	$94.7K	Buy	+982	New	+$103K	﹤0.01%	903
2025 Q4	–	Sell	-907	Closed	-$98.5K	–	1485
2025 Q3	$98.5K	Buy	+907	New	+$98.5K	﹤0.01%	774
2025 Q2	–	Sell	-1,519	Closed	-$180K	–	1540
2025 Q1	$180K	Sell	1,519 -91	-6%	-$9.83K	﹤0.01%	621
2024 Q4	$177K	Sell	1,610 -172	-10%	-$19.8K	﹤0.01%	607
2024 Q3	$216K	Sell	1,782 -801	-31%	-$94.4K	﹤0.01%	547
2024 Q2	$325K	Buy	2,583 +200	+8%	+$22.6K	﹤0.01%	510
2024 Q1	$301K	Sell	2,383 -2	-0.1%	-$253	﹤0.01%	442
2023 Q4	$301K	Sell	2,385 -571	-19%	-$66.2K	﹤0.01%	454
2023 Q3	$363K	Sell	2,956 -4,609	-61%	-$655K	0.01%	399
2023 Q2	$1.12M	Sell	7,565 -947	-11%	-$144K	0.02%	212
2023 Q1	$1.34M	Buy	8,512 +2,657	+45%	+$404K	0.02%	181
2022 Q4	$928K	Buy	5,855 +667	+13%	+$99.4K	0.02%	221
2022 Q3	$713K	Buy	+5,188	New	+$707K	0.02%	239

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 London, United Kingdom $280B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return