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Northwest & Ethical Investments’s J.M. Smucker SJM Stock Holding History

Northwest & Ethical Investments’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 		$509K Sell
5,344
-8,394
-61% -$879K 0.01% 393
2025
Q4 		$1.34M Buy
13,738
+617
+5% +$63.8K 0.03% 287
2025
Q3 		$1.42M Hold
13,121
– – 0.03% 299
2025
Q2 		$1.29M Buy
+13,121
New +$1.44M 0.03% 300
2024
Q1 		– Sell
-2,607
Closed -$329K – 503
2023
Q4 		$329K Sell
2,607
-152
-6% -$17.6K 0.01% 331
2023
Q3 		$339K Sell
2,759
-83
-3% -$11.8K 0.01% 340
2023
Q2 		$420K Hold
2,842
– – 0.01% 334
2023
Q1 		$447K Hold
2,842
– – 0.01% 346
2022
Q4 		$450K Sell
2,842
-642
-18% -$95.6K 0.02% 347
2022
Q3 		$479K Hold
3,484
– – 0.02% 350
2022
Q2 		$446K Sell
3,484
-9,726
-74% -$1.3M 0.02% 357
2022
Q1 		$1.79M Buy
13,210
+9,267
+235% +$1.26M 0.06% 260
2021
Q4 		$536K Sell
3,943
-23,875
-86% -$3.04M 0.02% 344
2021
Q3 		$3.34M Sell
27,818
-328
-1% -$41.7K 0.11% 197
2021
Q2 		$3.65M Buy
28,146
+4,282
+18% +$569K 0.12% 186
2021
Q1 		$3.02M Buy
23,864
+13,171
+123% +$1.55M 0.11% 219
2020
Q4 		$1.24M Hold
10,693
– – 0.05% 302
2020
Q3 		$1.24M Buy
+10,693
New +$1.19M 0.05% 285
2019
Q4 		– Sell
-13,772
Closed -$1.52M – 387
2019
Q3 		$1.52M Hold
13,772
– – 0.07% 283
2019
Q2 		$1.59M Buy
+13,772
New +$1.68M 0.08% 282
2017
Q4 		– Sell
-11,600
Closed -$1.22M – 365
2017
Q3 		$1.22M Buy
11,600
+300
+3% +$34.3K 0.08% 267
2017
Q2 		$1.34M Buy
11,300
+400
+4% +$50.5K 0.09% 250
2017
Q1 		$1.43M Buy
+10,900
New +$1.48M 0.1% 239

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

Northwest & Ethical Investments's SJM Position: Q1 2026 in Review

Northwest & Ethical Investments reduced its J.M. Smucker (SJM) stake by 61% in Q1 2026, selling an estimated $879K and leaving 5,344 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #393.

Northwest & Ethical Investments first reported a position in SJM in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.65M in Q2 2021. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Northwest & Ethical Investments held 5,344 shares of J.M. Smucker worth $509K as of Q1 2026.
  • Northwest & Ethical Investments sold 8,394 J.M. Smucker shares in Q1 2026, an estimated $879K.
  • J.M. Smucker made up 0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #393 holding.
  • Northwest & Ethical Investments first reported a position in J.M. Smucker in Q1 2017 and has held it in 23 quarters since.
  • Northwest & Ethical Investments's J.M. Smucker position peaked at $3.65M in Q2 2021.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.