North Capital’s J.M. Smucker SJM Stock Holding History

North Capital’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
2025 Q4	–	Sell	-1	Closed	-$109	–	598
2025 Q3	$109	Buy	+1	New	+$109	﹤0.01%	676

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

North Capital's SJM Position: Q4 2025 in Review

North Capital sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 1 share — an estimated $109 sold.

North Capital first reported a position in SJM in Q3 2025 and held it in 1 quarter. The position peaked at $109 in Q3 2025. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

North Capital reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
North Capital sold 1 J.M. Smucker share in Q4 2025, an estimated $109.
North Capital first reported a position in J.M. Smucker in Q3 2025 and held it in 1 quarter.
North Capital's J.M. Smucker position peaked at $109 in Q3 2025.
822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.