Mount Yale Investment Advisors’s J.M. Smucker SJM Stock Holding History

Mount Yale Investment 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	$397K	Buy	4,122 +842	+26%	+$88.2K	0.01%	789
2025 Q4	$321K	Buy	+3,280	New	+$339K	0.02%	577
2025 Q3	–	Sell	-283	Closed	-$27.8K	–	1447
2025 Q2	$27.8K	Buy	+283	New	+$31.1K	﹤0.01%	970
2024 Q4	–	Sell	-3,260	Closed	-$395K	–	609
2024 Q3	$395K	Buy	3,260 +151	+5%	+$17.8K	0.04%	376
2024 Q2	$339K	Sell	3,109 -48	-2%	-$5.43K	0.03%	408
2024 Q1	$397K	Buy	+3,157	New	+$400K	0.03%	395
2018 Q4	–	Sell	-3,758	Closed	-$416K	–	695
2018 Q3	$416K	Sell	3,758 -229	-6%	-$25K	0.07%	209
2018 Q2	$429K	Sell	3,987 -55	-1%	-$6.18K	0.08%	198
2018 Q1	$501K	Buy	+4,042	New	+$505K	0.11%	171

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's SJM Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its J.M. Smucker (SJM) stake by 26% in Q1 2026, buying an estimated $88.2K and bringing the position to 4,122 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #789.

Mount Yale Investment Advisors first reported a position in SJM in Q1 2018 and has held it in 9 quarters since. The position peaked at $501K in Q1 2018. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Mount Yale Investment Advisors held 4,122 shares of J.M. Smucker worth $397K as of Q1 2026.
Mount Yale Investment Advisors bought 842 J.M. Smucker shares in Q1 2026, an estimated $88.2K.
J.M. Smucker made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #789 holding.
Mount Yale Investment Advisors first reported a position in J.M. Smucker in Q1 2018 and has held it in 9 quarters since.
Mount Yale Investment Advisors's J.M. Smucker position peaked at $501K in Q1 2018.
816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.