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

MCF 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	$69.4K	Buy	720 +409	+132%	+$42.8K	﹤0.01%	556
2025 Q4	$30.4K	Buy	311 +126	+68%	+$13K	﹤0.01%	603
2025 Q3	$20.1K	Hold	185	–	–	﹤0.01%	583
2025 Q2	$18.2K	Hold	185	–	–	﹤0.01%	571
2025 Q1	$21.9K	Sell	185 -20	-10%	-$2.16K	﹤0.01%	530
2024 Q4	$22.6K	Hold	205	–	–	﹤0.01%	538
2024 Q3	$24.8K	Hold	205	–	–	﹤0.01%	503
2024 Q2	$22.4K	Hold	205	–	–	﹤0.01%	517
2024 Q1	$25.8K	Hold	205	–	–	﹤0.01%	488
2023 Q4	$25.9K	Sell	205 -85	-29%	-$9.85K	﹤0.01%	468
2023 Q3	$35.6K	Hold	290	–	–	﹤0.01%	401
2023 Q2	$42.8K	Hold	290	–	–	﹤0.01%	380
2023 Q1	$45.6K	Buy	290 +85	+41%	+$12.9K	﹤0.01%	369
2022 Q4	$32.5K	Hold	205	–	–	﹤0.01%	400
2022 Q3	$28K	Hold	205	–	–	﹤0.01%	416
2022 Q2	$26K	Hold	205	–	–	﹤0.01%	412
2022 Q1	$28K	Buy	+205	New	+$27.9K	﹤0.01%	417
2021 Q4	–	Sell	-205	Closed	-$25K	–	574
2021 Q3	$25K	Buy	205 +7	+4%	+$890	﹤0.01%	388
2021 Q2	$26K	Hold	198	–	–	﹤0.01%	361
2021 Q1	$25K	Buy	198 +2	+1%	+$236	﹤0.01%	343
2020 Q4	$23K	Sell	196 -180	-48%	-$20.9K	﹤0.01%	327
2020 Q3	$43K	Sell	376 -6	-2%	-$669	0.01%	251
2020 Q2	$40K	Hold	382	–	–	0.01%	245
2020 Q1	$42K	Buy	382 +180	+89%	+$19.2K	0.01%	249
2019 Q4	$21K	Hold	202	–	–	﹤0.01%	325
2019 Q3	$22K	Buy	202 +158	+359%	+$17.6K	﹤0.01%	319
2019 Q2	$5K	Hold	44	–	–	﹤0.01%	385
2019 Q1	$5K	Hold	44	–	–	﹤0.01%	380
2018 Q4	$4K	Sell	44 -18	-29%	-$1.88K	﹤0.01%	405
2018 Q3	$6K	Sell	62 -18	-23%	-$1.97K	﹤0.01%	386
2018 Q2	$9K	Hold	80	–	–	﹤0.01%	344
2018 Q1	$10K	Buy	80 +48	+150%	+$5.99K	﹤0.01%	340
2017 Q4	$4K	Hold	32	–	–	﹤0.01%	391
2017 Q3	$3K	Hold	32	–	–	﹤0.01%	430
2017 Q2	$4K	Hold	32	–	–	﹤0.01%	418
2017 Q1	$4K	Sell	32 -49	-60%	-$6.66K	﹤0.01%	399
2016 Q4	$10K	Sell	81 -35	-30%	-$4.54K	﹤0.01%	318
2016 Q3	$16K	Hold	116	–	–	﹤0.01%	289
2016 Q2	$18K	Buy	116 +35	+43%	+$4.66K	﹤0.01%	306
2016 Q1	$11K	Sell	81 -200	-71%	-$25.2K	﹤0.01%	319
2015 Q4	$35K	Sell	281 -84	-23%	-$10K	0.01%	210
2015 Q3	$42K	Buy	365 +187	+105%	+$20.9K	0.01%	193
2015 Q2	$19K	Buy	178 +55	+45%	+$6.36K	﹤0.01%	266
2015 Q1	$14K	Hold	123	–	–	﹤0.01%	295
2014 Q4	$12K	Hold	123	–	–	﹤0.01%	296
2014 Q3	$12K	Hold	123	–	–	﹤0.01%	304
2014 Q2	$12K	Hold	123	–	–	﹤0.01%	302
2014 Q1	$12K	Sell	123 -8	-6%	-$778	﹤0.01%	305
2013 Q4	$13K	Sell	131 -20	-13%	-$2.12K	﹤0.01%	267
2013 Q3	$15K	Buy	151 +126	+504%	+$13.6K	0.01%	253
2013 Q2	$2K	Buy	+25	New	+$2.55K	﹤0.01%	288

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MCF Advisors's SJM Position: Q1 2026 in Review

MCF Advisors increased its J.M. Smucker (SJM) stake by 132% in Q1 2026, buying an estimated $42.8K and bringing the position to 720 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

MCF Advisors first reported a position in SJM in Q2 2013 and has held it in 51 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

MCF Advisors held 720 shares of J.M. Smucker worth $69.4K as of Q1 2026.
MCF Advisors bought 409 J.M. Smucker shares in Q1 2026, an estimated $42.8K.
J.M. Smucker made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #556 holding.
MCF Advisors first reported a position in J.M. Smucker in Q2 2013 and has held it in 51 quarters since.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.