MMM
SJM icon

Mendel Money Management’s J.M. Smucker SJM Stock Holding History

Mendel Money Management’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 		$210K Sell
2,180
-200
-8% -$20.9K 0.09% 137
2025
Q4 		$233K Sell
2,380
-1,912
-45% -$198K 0.1% 140
2025
Q3 		$466K Sell
4,292
-9
-0.2% -$977 0.2% 109
2025
Q2 		$422K Buy
4,301
+75
+2% +$8.25K 0.19% 106
2025
Q1 		$500K Buy
4,226
+293
+7% +$31.6K 0.24% 100
2024
Q4 		$433K Buy
3,933
+117
+3% +$13.5K 0.19% 106
2024
Q3 		$462K Buy
3,816
+25
+0.7% +$2.94K 0.2% 105
2024
Q2 		$413K Buy
3,791
+36
+1% +$4.07K 0.19% 103
2024
Q1 		$473K Buy
3,755
+392
+12% +$49.6K 0.22% 93
2023
Q4 		$425K Buy
3,363
+885
+36% +$103K 0.2% 95
2023
Q3 		$305K Hold
2,478
– – 0.16% 107
2023
Q2 		$366K Buy
2,478
+50
+2% +$7.63K 0.19% 98
2023
Q1 		$382K Hold
2,428
– – 0.21% 93
2022
Q4 		$385K Hold
2,428
– – 0.22% 87
2022
Q3 		$334K Buy
2,428
+30
+1% +$4.09K 0.21% 86
2022
Q2 		$307K Hold
2,398
– – 0.18% 93
2022
Q1 		$325K Buy
+2,398
New +$327K 0.16% 100

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

Mendel Money Management's SJM Position: Q1 2026 in Review

Mendel Money Management reduced its J.M. Smucker (SJM) stake by 8.4% in Q1 2026, selling an estimated $20.9K and leaving 2,180 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #137.

Mendel Money Management first reported a position in SJM in Q1 2022 and has held it in 17 quarters since. The position peaked at $500K in Q1 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Mendel Money Management held 2,180 shares of J.M. Smucker worth $210K as of Q1 2026.
  • Mendel Money Management sold 200 J.M. Smucker shares in Q1 2026, an estimated $20.9K.
  • J.M. Smucker made up 0.09% of Mendel Money Management's portfolio in Q1 2026, its #137 holding.
  • Mendel Money Management first reported a position in J.M. Smucker in Q1 2022 and has held it in 17 quarters since.
  • Mendel Money Management's J.M. Smucker position peaked at $500K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.