MDA
SJM icon

Minot DeBlois Advisors’s J.M. Smucker SJM Stock Holding History

Minot DeBlois 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 		$24.1K Hold
250
– – 0.02% 126
2025
Q4 		$24.5K Hold
250
– – 0.02% 103
2025
Q3 		$27.1K Hold
250
– – 0.02% 124
2025
Q2 		$24.6K Hold
250
– – 0.02% 128
2025
Q1 		$29.6K Hold
250
– – 0.03% 124
2024
Q4 		$27.5K Buy
+250
New +$28.8K 0.03% 151

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

Minot DeBlois Advisors's SJM Position: Q1 2026 in Review

Minot DeBlois Advisors held its J.M. Smucker (SJM) position steady in Q1 2026 at 250 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #126.

Minot DeBlois Advisors first reported a position in SJM in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.6K in Q1 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Minot DeBlois Advisors held 250 shares of J.M. Smucker worth $24.1K as of Q1 2026.
  • Minot DeBlois Advisors left its J.M. Smucker share count unchanged in Q1 2026.
  • J.M. Smucker made up 0.02% of Minot DeBlois Advisors's portfolio in Q1 2026, its #126 holding.
  • Minot DeBlois Advisors first reported a position in J.M. Smucker in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's J.M. Smucker position peaked at $29.6K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.