MCC
SJM icon

Money Concepts Capital’s J.M. Smucker SJM Stock Holding History

Money Concepts Capital’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 		$408K Buy
4,229
+62
+1% +$6.49K 0.02% 407
2025
Q4 		$408K Buy
4,167
+324
+8% +$33.5K 0.02% 379
2025
Q3 		$417K Sell
3,843
-134
-3% -$14.6K 0.03% 346
2025
Q2 		$391K Buy
3,977
+380
+11% +$41.8K 0.03% 336
2025
Q1 		$426K Sell
3,597
-196
-5% -$21.2K 0.03% 314
2024
Q4 		$418K Sell
3,793
-116
-3% -$13.3K 0.03% 313
2024
Q3 		$473K Sell
3,909
-35
-0.9% -$4.12K 0.04% 297
2024
Q2 		$430K Sell
3,944
-16
-0.4% -$1.81K 0.04% 300
2024
Q1 		$498K Buy
3,960
+472
+14% +$59.8K 0.05% 290
2023
Q4 		$441K Buy
3,488
+324
+10% +$37.5K 0.04% 290
2023
Q3 		$389K Buy
3,164
+262
+9% +$37.2K 0.04% 269
2023
Q2 		$428K Sell
2,902
-196
-6% -$29.9K 0.04% 272
2023
Q1 		$488K Sell
3,098
-1,031
-25% -$157K 0.03% 291
2022
Q4 		$654K Buy
4,129
+1,020
+33% +$152K 0.03% 371
2022
Q3 		$427K Buy
3,109
+87
+3% +$11.9K 0.03% 313
2022
Q2 		$396K Sell
3,022
-578
-16% -$77.1K 0.04% 313
2022
Q1 		$487K Buy
3,600
+763
+27% +$104K 0.03% 450
2021
Q4 		$385K Buy
+2,837
New +$362K 0.03% 356
2021
Q1 		$376K Buy
2,974
+3
+0.1% +$354 0.03% 367
2020
Q4 		$343K Buy
+2,971
New +$345K 0.03% 343

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

Money Concepts Capital's SJM Position: Q1 2026 in Review

Money Concepts Capital increased its J.M. Smucker (SJM) stake by 1.5% in Q1 2026, buying an estimated $6.49K and bringing the position to 4,229 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #407.

Money Concepts Capital first reported a position in SJM in Q4 2020 and has held it in 20 quarters since. The position peaked at $654K in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Money Concepts Capital held 4,229 shares of J.M. Smucker worth $408K as of Q1 2026.
  • Money Concepts Capital bought 62 J.M. Smucker shares in Q1 2026, an estimated $6.49K.
  • J.M. Smucker made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #407 holding.
  • Money Concepts Capital first reported a position in J.M. Smucker in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's J.M. Smucker position peaked at $654K in Q4 2022.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.