MC
SJM icon

Moors & Cabot’s J.M. Smucker SJM Stock Holding History

Moors & Cabot’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
2019
Q4 		– Sell
-11,100
Closed -$12K – 688
2019
Q3 		$12K Buy
+11,100
New +$1.24M ﹤0.01% 645

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

Moors & Cabot's SJM Position: Q1 2026 in Review

Moors & Cabot reduced its J.M. Smucker (SJM) stake by 0.27% in Q1 2026, selling an estimated $2.62K and leaving 9,122 shares worth $880K. The position accounts for 0.04% of the portfolio, ranked #400.

Moors & Cabot first reported a position in SJM in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.27M in Q2 2017. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Moors & Cabot held 9,122 shares of J.M. Smucker worth $880K as of Q1 2026.
  • Moors & Cabot sold 25 J.M. Smucker shares in Q1 2026, an estimated $2.62K.
  • J.M. Smucker made up 0.04% of Moors & Cabot's portfolio in Q1 2026, its #400 holding.
  • Moors & Cabot first reported a position in J.M. Smucker in Q3 2016 and has held it in 20 quarters since.
  • Moors & Cabot's J.M. Smucker position peaked at $1.27M in Q2 2017.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.