NYLIM
SJM icon

New York Life Investment Management’s J.M. Smucker SJM Stock Holding History

New York Life 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 		$2.62M Buy
27,192
+3,168
+13% +$332K 0.02% 487
2025
Q4 		$2.35M Sell
24,024
-1,046
-4% -$108K 0.02% 500
2025
Q3 		$2.72M Sell
25,070
-299
-1% -$32.5K 0.02% 476
2025
Q2 		$2.49M Sell
25,369
-10
-0% -$1.1K 0.02% 487
2025
Q1 		$3.01M Buy
25,379
+47
+0.2% +$5.08K 0.03% 441
2024
Q4 		$2.79M Sell
25,332
-1,631
-6% -$188K 0.03% 470
2024
Q3 		$3.27M Buy
26,963
+9,929
+58% +$1.17M 0.03% 446
2024
Q2 		$1.86M Buy
17,034
+255
+2% +$28.9K 0.02% 576
2024
Q1 		$2.11M Sell
16,779
-438
-3% -$55.5K 0.02% 544
2023
Q4 		$2.18M Buy
17,217
+711
+4% +$82.4K 0.02% 527
2023
Q3 		$2.03M Sell
16,506
-625
-4% -$88.8K 0.02% 510
2023
Q2 		$2.53M Sell
17,131
-95
-0.6% -$14.5K 0.03% 455
2023
Q1 		$2.71M Buy
17,226
+32
+0.2% +$4.86K 0.03% 443
2022
Q4 		$2.72M Sell
17,194
-56
-0.3% -$8.34K 0.03% 449
2022
Q3 		$2.37M Sell
17,250
-382
-2% -$52.1K 0.03% 468
2022
Q2 		$2.26M Buy
+17,632
New +$2.35M 0.03% 481
2015
Q4 		– Sell
-2,000
Closed -$228K – 187
2015
Q3 		$228K Hold
2,000
– – 0.02% 190
2015
Q2 		$217K Hold
2,000
– – 0.02% 196
2015
Q1 		$231K Hold
2,000
– – 0.03% 184
2014
Q4 		$202K Hold
2,000
– – 0.02% 213
2014
Q3 		$198K Hold
2,000
– – 0.03% 155
2014
Q2 		$213K Hold
2,000
– – 0.04% 154
2014
Q1 		$194K Hold
2,000
– – 0.04% 126
2013
Q4 		$207K Hold
2,000
– – 0.05% 106
2013
Q3 		$210K Hold
2,000
– – 0.06% 99
2013
Q2 		$206K Buy
+2,000
New +$204K 0.07% 97

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

New York Life Investment Management's SJM Position: Q1 2026 in Review

New York Life Investment Management increased its J.M. Smucker (SJM) stake by 13% in Q1 2026, buying an estimated $332K and bringing the position to 27,192 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #487.

New York Life Investment Management first reported a position in SJM in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.27M in Q3 2024. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • New York Life Investment Management held 27,192 shares of J.M. Smucker worth $2.62M as of Q1 2026.
  • New York Life Investment Management bought 3,168 J.M. Smucker shares in Q1 2026, an estimated $332K.
  • J.M. Smucker made up 0.02% of New York Life Investment Management's portfolio in Q1 2026, its #487 holding.
  • New York Life Investment Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 26 quarters since.
  • New York Life Investment Management's J.M. Smucker position peaked at $3.27M in Q3 2024.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.