Mechanics Financial Corp’s J.M. Smucker SJM Stock Holding History

Mechanics Financial Corp’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	–	Sell	-900	Closed	-$88K	–	240
2025 Q4	$88K	Hold	900	–	–	0.03%	149
2025 Q3	$97.7K	Sell	900 -1,200	-57%	-$130K	0.04%	144
2025 Q2	$206K	Hold	2,100	–	–	0.09%	114
2025 Q1	$249K	Hold	2,100	–	–	0.11%	103
2024 Q4	$231K	Hold	2,100	–	–	0.1%	102
2024 Q3	$254K	Hold	2,100	–	–	0.11%	100
2024 Q2	$229K	Hold	2,100	–	–	0.12%	106
2024 Q1	$264K	Hold	2,100	–	–	0.14%	101
2023 Q4	$265K	Hold	2,100	–	–	0.15%	95
2023 Q3	$258K	Hold	2,100	–	–	0.14%	92
2023 Q2	$310K	Sell	2,100 -200	-9%	-$30.5K	0.17%	85
2023 Q1	$362K	Hold	2,300	–	–	0.21%	83
2022 Q4	$364K	Hold	2,300	–	–	0.22%	82
2022 Q3	$316K	Hold	2,300	–	–	0.21%	84
2022 Q2	$294K	Sell	2,300 -50	-2%	-$6.67K	0.18%	88
2022 Q1	$318K	Hold	2,350	–	–	0.16%	97
2021 Q4	$319K	Buy	+2,350	New	+$300K	0.15%	96

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mechanics Financial Corp's SJM Position: Q1 2026 in Review

Mechanics Financial Corp sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 900 shares — an estimated $88K sold.

Mechanics Financial Corp first reported a position in SJM in Q4 2021 and held it in 17 quarters. The position peaked at $364K in Q4 2022. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Mechanics Financial Corp reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
Mechanics Financial Corp sold 900 J.M. Smucker shares in Q1 2026, an estimated $88K.
Mechanics Financial Corp first reported a position in J.M. Smucker in Q4 2021 and held it in 17 quarters.
Mechanics Financial Corp's J.M. Smucker position peaked at $364K in Q4 2022.
820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.