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Naples Global Advisors’s J.M. Smucker SJM Stock Holding History

Naples Global 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 		$486K Sell
5,035
-530
-10% -$55.5K 0.04% 332
2025
Q4 		$544K Sell
5,565
-3,551
-39% -$367K 0.04% 316
2025
Q3 		$990K Sell
9,116
-180
-2% -$19.5K 0.08% 237
2025
Q2 		$913K Buy
9,296
+235
+3% +$25.8K 0.08% 236
2025
Q1 		$1.07M Buy
9,061
+200
+2% +$21.6K 0.1% 212
2024
Q4 		$976K Sell
8,861
-85
-1% -$9.78K 0.09% 226
2024
Q3 		$1.08M Sell
8,946
-336
-4% -$39.6K 0.1% 219
2024
Q2 		$1.01M Sell
9,282
-670
-7% -$75.8K 0.1% 218
2024
Q1 		$1.25M Buy
9,952
+119
+1% +$15.1K 0.13% 190
2023
Q4 		$1.24M Buy
9,833
+523
+6% +$60.6K 0.14% 185
2023
Q3 		$1.14M Buy
9,310
+319
+4% +$45.3K 0.14% 187
2023
Q2 		$1.33M Sell
8,991
-1,016
-10% -$155K 0.16% 178
2023
Q1 		$1.57M Sell
10,007
-75
-0.7% -$11.4K 0.2% 151
2022
Q4 		$1.6M Buy
10,082
+207
+2% +$30.8K 0.2% 152
2022
Q3 		$1.36M Buy
9,875
+235
+2% +$32K 0.19% 159
2022
Q2 		$1.23M Buy
9,640
+360
+4% +$48K 0.16% 181
2022
Q1 		$1.26M Buy
9,280
+1,180
+15% +$161K 0.15% 182
2021
Q4 		$1.1M Sell
8,100
-240
-3% -$30.6K 0.13% 196
2021
Q3 		$1M Buy
8,340
+750
+10% +$95.3K 0.13% 194
2021
Q2 		$983K Hold
7,590
– – 0.14% 192
2021
Q1 		$960K Buy
7,590
+855
+13% +$101K 0.15% 186
2020
Q4 		$779K Buy
6,735
+1,455
+28% +$169K 0.13% 196
2020
Q3 		$610K Buy
5,280
+2,075
+65% +$231K 0.12% 195
2020
Q2 		$339K Buy
+3,205
New +$360K 0.07% 260

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

Naples Global Advisors's SJM Position: Q1 2026 in Review

Naples Global Advisors reduced its J.M. Smucker (SJM) stake by 9.5% in Q1 2026, selling an estimated $55.5K and leaving 5,035 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #332.

Naples Global Advisors first reported a position in SJM in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.6M in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Naples Global Advisors held 5,035 shares of J.M. Smucker worth $486K as of Q1 2026.
  • Naples Global Advisors sold 530 J.M. Smucker shares in Q1 2026, an estimated $55.5K.
  • J.M. Smucker made up 0.04% of Naples Global Advisors's portfolio in Q1 2026, its #332 holding.
  • Naples Global Advisors first reported a position in J.M. Smucker in Q2 2020 and has held it in 24 quarters since.
  • Naples Global Advisors's J.M. Smucker position peaked at $1.6M in Q4 2022.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.