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Mutual Advisors’s J.M. Smucker SJM Stock Holding History

Mutual 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 		– Sell
-2,405
Closed -$235K – 1388
2025
Q4 		$235K Sell
2,405
-148
-6% -$15.3K 0.01% 1187
2025
Q3 		$262K Sell
2,553
-131
-5% -$14.2K 0.01% 1108
2025
Q2 		$293K Buy
+2,684
New +$295K 0.01% 977
2025
Q1 		– Sell
-23,355
Closed -$2.39M – 1152
2024
Q4 		$2.39M Buy
23,355
+21,366
+1,074% +$2.46M 0.07% 244
2024
Q3 		$233K Sell
1,989
-1,193
-37% -$141K 0.01% 1000
2024
Q2 		$376K Buy
3,182
+1,018
+47% +$115K 0.01% 811
2024
Q1 		$272K Sell
2,164
-4,687
-68% -$593K 0.01% 903
2023
Q4 		$866K Buy
6,851
+4,610
+206% +$534K 0.03% 496
2023
Q3 		$275K Sell
2,241
-5,514
-71% -$783K 0.01% 807
2023
Q2 		$1.15M Buy
7,755
+5,448
+236% +$831K 0.04% 395
2023
Q1 		$363K Buy
2,307
+14
+0.6% +$2.13K 0.01% 724
2022
Q4 		$363K Sell
2,293
-1,391
-38% -$207K 0.02% 690
2022
Q3 		$506K Buy
3,684
+1,396
+61% +$190K 0.03% 556
2022
Q2 		$293K Sell
2,288
-53
-2% -$7.07K 0.02% 682
2022
Q1 		$317K Buy
2,341
+5
+0.2% +$681 0.02% 701
2021
Q4 		$317K Buy
2,336
+5
+0.2% +$638 0.02% 724
2021
Q3 		$280K Buy
2,331
+31
+1% +$3.94K 0.02% 735
2021
Q2 		$298K Sell
2,300
-3,944
-63% -$524K 0.02% 684
2021
Q1 		$790K Buy
6,244
+2,831
+83% +$334K 0.05% 381
2020
Q4 		$395K Buy
3,413
+701
+26% +$81.5K 0.03% 529
2020
Q3 		$313K Buy
+2,712
New +$302K 0.03% 531
2020
Q2 		– Sell
-2,601
Closed -$289K – 675
2020
Q1 		$289K Buy
2,601
+95
+4% +$10.2K 0.04% 403
2019
Q4 		$261K Buy
+2,506
New +$265K 0.03% 499
2019
Q3 		– Sell
-3,600
Closed -$415K – 596
2019
Q2 		$415K Buy
+3,600
New +$440K 0.05% 362

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

Mutual Advisors's SJM Position: Q1 2026 in Review

Mutual Advisors sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 2,405 shares — an estimated $235K sold.

Mutual Advisors first reported a position in SJM in Q2 2019 and held it in 24 quarters. The position peaked at $2.39M in Q4 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Mutual Advisors reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 2,405 J.M. Smucker shares in Q1 2026, an estimated $235K.
  • Mutual Advisors first reported a position in J.M. Smucker in Q2 2019 and held it in 24 quarters.
  • Mutual Advisors's J.M. Smucker position peaked at $2.39M in Q4 2024.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.