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NorthRock Partners’s J.M. Smucker SJM Stock Holding History

NorthRock Partners’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 		$261K Sell
2,705
-750
-22% -$78.5K ﹤0.01% 564
2025
Q4 		$338K Buy
3,455
+1,113
+48% +$115K 0.01% 449
2025
Q3 		$254K Buy
+2,342
New +$254K ﹤0.01% 755

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

NorthRock Partners's SJM Position: Q1 2026 in Review

NorthRock Partners reduced its J.M. Smucker (SJM) stake by 22% in Q1 2026, selling an estimated $78.5K and leaving 2,705 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

NorthRock Partners first reported a position in SJM in Q3 2025 and has held it in 3 quarters since. The position peaked at $338K in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • NorthRock Partners held 2,705 shares of J.M. Smucker worth $261K as of Q1 2026.
  • NorthRock Partners sold 750 J.M. Smucker shares in Q1 2026, an estimated $78.5K.
  • J.M. Smucker made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #564 holding.
  • NorthRock Partners first reported a position in J.M. Smucker in Q3 2025 and has held it in 3 quarters since.
  • NorthRock Partners's J.M. Smucker position peaked at $338K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.