MIM
SJM icon

MTM Investment Management’s J.M. Smucker SJM Stock Holding History

MTM Investment 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 		$9.74K Hold
101
– – ﹤0.01% 529
2025
Q4 		$9.88K Hold
101
– – ﹤0.01% 531
2025
Q3 		$11K Hold
101
– – ﹤0.01% 525
2025
Q2 		$9.92K Buy
+101
New +$11.1K ﹤0.01% 539

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

MTM Investment Management's SJM Position: Q1 2026 in Review

MTM Investment Management held its J.M. Smucker (SJM) position steady in Q1 2026 at 101 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

MTM Investment Management first reported a position in SJM in Q2 2025 and has held it in 4 quarters since. The position peaked at $11K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • MTM Investment Management held 101 shares of J.M. Smucker worth $9.74K as of Q1 2026.
  • MTM Investment Management left its J.M. Smucker share count unchanged in Q1 2026.
  • J.M. Smucker made up ﹤0.01% of MTM Investment Management's portfolio in Q1 2026, its #529 holding.
  • MTM Investment Management first reported a position in J.M. Smucker in Q2 2025 and has held it in 4 quarters since.
  • MTM Investment Management's J.M. Smucker position peaked at $11K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.