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

NewEdge 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 		$51.9M Buy
538,135
+4,701
+0.9% +$492K 0.19% 108
2025
Q4 		$52.2M Buy
533,434
+528,425
+10,550% +$54.6M 0.19% 99
2025
Q3 		$544K Sell
5,009
-254
-5% -$27.6K ﹤0.01% 1763
2025
Q2 		$517K Buy
5,263
+987
+23% +$109K ﹤0.01% 1663
2025
Q1 		$506K Sell
4,276
-2,008
-32% -$217K ﹤0.01% 1575
2024
Q4 		$692K Sell
6,284
-30,936
-83% -$3.56M ﹤0.01% 1359
2024
Q3 		$4.51M Buy
37,220
+31,967
+609% +$3.77M 0.03% 514
2024
Q2 		$573K Buy
5,253
+423
+9% +$47.9K ﹤0.01% 1333
2024
Q1 		$608K Buy
4,830
+1,442
+43% +$183K 0.01% 1231
2023
Q4 		$428K Sell
3,388
-272
-7% -$31.5K ﹤0.01% 1364
2023
Q3 		$450K Sell
3,660
-722
-16% -$103K ﹤0.01% 1221
2023
Q2 		$647K Sell
4,382
-110
-2% -$16.8K 0.01% 1062
2023
Q1 		$707K Sell
4,492
-844
-16% -$128K 0.01% 955
2022
Q4 		$126K Buy
5,336
+2,156
+68% +$321K ﹤0.01% 1351
2022
Q3 		$437K Buy
3,180
+1,013
+47% +$138K 0.01% 1032
2022
Q2 		$277K Buy
+2,167
New +$289K ﹤0.01% 1248
2022
Q1 		– Sell
-3,879
Closed -$526K – 1561
2021
Q4 		$526K Buy
+3,879
New +$495K 0.01% 1051
2019
Q4 		– Sell
-2,117
Closed -$231K – 861
2019
Q3 		$231K Buy
+2,117
New +$236K 0.01% 712
2018
Q3 		– Sell
-2,056
Closed -$216 – 683
2018
Q2 		$216 Sell
2,056
-75
-4% -$8.42K 0.02% 498
2018
Q1 		$255K Buy
2,131
+32
+2% +$4K 0.03% 393
2017
Q4 		$266K Sell
2,099
-372
-15% -$41.3K 0.04% 340
2017
Q3 		$254K Sell
2,471
-2,271
-48% -$259K 0.04% 305
2017
Q2 		$542K Buy
4,742
+831
+21% +$105K 0.09% 187
2017
Q1 		$512K Sell
3,911
-716
-15% -$97.3K 0.12% 160
2016
Q4 		$605K Buy
4,627
+708
+18% +$91.8K 0.17% 130
2016
Q3 		$531K Buy
3,919
+1,037
+36% +$152K 0.17% 117
2016
Q2 		$444K Buy
+2,882
New +$383K 0.18% 104

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

NewEdge Advisors's SJM Position: Q1 2026 in Review

NewEdge Advisors increased its J.M. Smucker (SJM) stake by 0.88% in Q1 2026, buying an estimated $492K and bringing the position to 538,135 shares worth $51.9M. The position accounts for 0.19% of the portfolio, ranked #108.

NewEdge Advisors first reported a position in SJM in Q2 2016 and has held it in 27 quarters since. The position peaked at $52.2M in Q4 2025. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • NewEdge Advisors held 538,135 shares of J.M. Smucker worth $51.9M as of Q1 2026.
  • NewEdge Advisors bought 4,701 J.M. Smucker shares in Q1 2026, an estimated $492K.
  • J.M. Smucker made up 0.19% of NewEdge Advisors's portfolio in Q1 2026, its #108 holding.
  • NewEdge Advisors first reported a position in J.M. Smucker in Q2 2016 and has held it in 27 quarters since.
  • NewEdge Advisors's J.M. Smucker position peaked at $52.2M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.