Modern Wealth Management’s J.M. Smucker SJM Stock Holding History

Modern Wealth 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	$377K	Buy	3,948 +980	+33%	+$103K	0.01%	642
2025 Q4	$290K	Sell	2,968 -614	-17%	-$63.5K	0.01%	688
2025 Q3	$389K	Sell	3,582 -660	-16%	-$71.7K	0.01%	569
2025 Q2	$417K	Buy	4,242 +659	+18%	+$72.5K	0.01%	524
2025 Q1	$424K	Buy	3,583 +75	+2%	+$8.1K	0.01%	449
2024 Q4	$386K	Sell	3,508 -10	-0.3%	-$1.15K	0.01%	405
2024 Q3	$426K	Buy	3,518 +140	+4%	+$16.5K	0.03%	276
2024 Q2	$368K	Buy	3,378 +168	+5%	+$19K	0.03%	266
2024 Q1	$404K	Buy	+3,210	New	+$406K	0.04%	201

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

Modern Wealth Management's SJM Position: Q1 2026 in Review

Modern Wealth Management increased its J.M. Smucker (SJM) stake by 33% in Q1 2026, buying an estimated $103K and bringing the position to 3,948 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #642.

Modern Wealth Management first reported a position in SJM in Q1 2024 and has held it in 9 quarters since. The position peaked at $426K in Q3 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Modern Wealth Management held 3,948 shares of J.M. Smucker worth $377K as of Q1 2026.
Modern Wealth Management bought 980 J.M. Smucker shares in Q1 2026, an estimated $103K.
J.M. Smucker made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #642 holding.
Modern Wealth Management first reported a position in J.M. Smucker in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's J.M. Smucker position peaked at $426K in Q3 2024.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.