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

NEOS 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 		$1.4M Buy
14,561
+11,674
+404% +$1.22M 0.01% 533
2025
Q4 		$282K Buy
2,887
+11
+0.4% +$1.14K ﹤0.01% 639
2025
Q3 		$312K Buy
+2,876
New +$312K ﹤0.01% 609

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

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

NEOS Investment Management increased its J.M. Smucker (SJM) stake by 404% in Q1 2026, buying an estimated $1.22M and bringing the position to 14,561 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #533.

NEOS Investment Management first reported a position in SJM in Q3 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • NEOS Investment Management held 14,561 shares of J.M. Smucker worth $1.4M as of Q1 2026.
  • NEOS Investment Management bought 11,674 J.M. Smucker shares in Q1 2026, an estimated $1.22M.
  • J.M. Smucker made up 0.01% of NEOS Investment Management's portfolio in Q1 2026, its #533 holding.
  • NEOS Investment Management first reported a position in J.M. Smucker in Q3 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.