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McCarter Private Wealth Services’s J.M. Smucker SJM Stock Holding History

McCarter Private Wealth 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 		$351K Buy
3,638
+665
+22% +$69.6K 0.15% 119
2025
Q4 		$291K Buy
+2,973
New +$307K 0.13% 131

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

McCarter Private Wealth Services's SJM Position: Q1 2026 in Review

McCarter Private Wealth Services increased its J.M. Smucker (SJM) stake by 22% in Q1 2026, buying an estimated $69.6K and bringing the position to 3,638 shares worth $351K. The position accounts for 0.15% of the portfolio, ranked #119.

McCarter Private Wealth Services first reported a position in SJM in Q4 2025 and has held it in 2 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • McCarter Private Wealth Services held 3,638 shares of J.M. Smucker worth $351K as of Q1 2026.
  • McCarter Private Wealth Services bought 665 J.M. Smucker shares in Q1 2026, an estimated $69.6K.
  • J.M. Smucker made up 0.15% of McCarter Private Wealth Services's portfolio in Q1 2026, its #119 holding.
  • McCarter Private Wealth Services first reported a position in J.M. Smucker in Q4 2025 and has held it in 2 quarters since.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.