Monetary Management Group’s J.M. Smucker SJM Stock Holding History

Monetary Management Group’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	$28.9K	Sell	300 -50	-14%	-$5.24K	0.01%	291
2025 Q4	$34.2K	Hold	350	–	–	0.01%	279
2025 Q3	$38K	Hold	350	–	–	0.01%	268
2025 Q2	$34.4K	Hold	350	–	–	0.01%	276
2025 Q1	$41.4K	Hold	350	–	–	0.01%	261
2024 Q4	$38.5K	Hold	350	–	–	0.01%	270
2024 Q3	$42.4K	Hold	350	–	–	0.01%	263
2024 Q2	$38.2K	Hold	350	–	–	0.01%	269
2024 Q1	$44.1K	Hold	350	–	–	0.01%	260
2023 Q4	$44.2K	Hold	350	–	–	0.01%	253
2023 Q3	$43K	Hold	350	–	–	0.01%	254
2023 Q2	$51.7K	Hold	350	–	–	0.02%	249
2023 Q1	$55.1K	Hold	350	–	–	0.02%	250
2022 Q4	$55.5K	Hold	350	–	–	0.02%	252
2022 Q3	$48K	Hold	350	–	–	0.02%	259
2022 Q2	$45K	Hold	350	–	–	0.01%	264
2022 Q1	$47K	Hold	350	–	–	0.01%	276
2021 Q4	$48K	Hold	350	–	–	0.01%	274
2021 Q3	$42K	Hold	350	–	–	0.01%	267
2021 Q2	$45K	Hold	350	–	–	0.01%	255
2021 Q1	$44K	Hold	350	–	–	0.01%	250
2020 Q4	$40K	Hold	350	–	–	0.01%	245
2020 Q3	$40K	Hold	350	–	–	0.01%	226
2020 Q2	$37K	Hold	350	–	–	0.01%	223
2020 Q1	$39K	Sell	350 -100	-22%	-$10.7K	0.02%	207
2019 Q4	$47K	Hold	450	–	–	0.02%	226
2019 Q3	$50K	Hold	450	–	–	0.02%	225
2019 Q2	$52K	Hold	450	–	–	0.02%	225
2019 Q1	$52K	Hold	450	–	–	0.02%	226
2018 Q4	$42K	Hold	450	–	–	0.02%	227
2018 Q3	$46K	Hold	450	–	–	0.02%	243
2018 Q2	$48K	Hold	450	–	–	0.02%	240
2018 Q1	$56K	Hold	450	–	–	0.02%	233
2017 Q4	$56K	Hold	450	–	–	0.02%	228
2017 Q3	$47K	Hold	450	–	–	0.02%	229
2017 Q2	$53K	Hold	450	–	–	0.02%	225
2017 Q1	$59K	Hold	450	–	–	0.03%	213
2016 Q4	$58K	Hold	450	–	–	0.03%	216
2016 Q3	$61K	Hold	450	–	–	0.03%	202
2016 Q2	$69K	Hold	450	–	–	0.03%	196
2016 Q1	$58K	Hold	450	–	–	0.03%	207
2015 Q4	$56K	Hold	450	–	–	0.03%	215
2015 Q3	$51K	Hold	450	–	–	0.03%	226
2015 Q2	$49K	Hold	450	–	–	0.02%	246
2015 Q1	$52K	Hold	450	–	–	0.02%	256
2014 Q4	$45K	Sell	450 -400	-47%	-$40.5K	0.02%	264
2014 Q3	$84K	Hold	850	–	–	0.04%	216
2014 Q2	$91K	Hold	850	–	–	0.04%	210
2014 Q1	$83K	Sell	850 -450	-35%	-$43.7K	0.04%	193
2013 Q4	$135K	Hold	1,300	–	–	0.06%	179
2013 Q3	$137K	Sell	1,300 -1,700	-57%	-$184K	0.07%	171
2013 Q2	$309K	Buy	+3,000	New	+$305K	0.17%	125

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

Monetary Management Group's SJM Position: Q1 2026 in Review

Monetary Management Group reduced its J.M. Smucker (SJM) stake by 14% in Q1 2026, selling an estimated $5.24K and leaving 300 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #291.

Monetary Management Group first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $309K in Q2 2013. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Monetary Management Group held 300 shares of J.M. Smucker worth $28.9K as of Q1 2026.
Monetary Management Group sold 50 J.M. Smucker shares in Q1 2026, an estimated $5.24K.
J.M. Smucker made up 0.01% of Monetary Management Group's portfolio in Q1 2026, its #291 holding.
Monetary Management Group first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
Monetary Management Group's J.M. Smucker position peaked at $309K in Q2 2013.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.