Occudo Quantitative Strategies’s J.M. Smucker SJM Stock Holding History

Occudo Quantitative Strategies’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	$1.69M	Buy	+17,246	New	+$1.81M	0.09%	299
2025 Q4	–	Sell	-6,209	Closed	-$674K	–	890
2025 Q3	$674K	Buy	+6,209	New	+$674K	0.08%	333
2024 Q4	–	Sell	-3,910	Closed	-$474K	–	924
2024 Q3	$474K	Buy	+3,910	New	+$461K	0.09%	296
2023 Q3	–	Sell	-7,995	Closed	-$1.18M	–	1282
2023 Q2	$1.18M	Buy	+7,995	New	+$1.22M	0.12%	278
2021 Q2	–	Sell	-3,514	Closed	-$445K	–	1033
2021 Q1	$445K	Buy	3,514 +393	+13%	+$46.4K	0.1%	367
2020 Q4	$361K	Buy	+3,121	New	+$363K	0.11%	348

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Occudo Quantitative Strategies's SJM Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in J.M. Smucker (SJM) in Q1 2026: 17,246 shares worth $1.69M. The stake represents 0.09% of the portfolio and ranks #299 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in SJM as recently as Q3 2025.

Occudo Quantitative Strategies first reported a position in SJM in Q4 2020 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Occudo Quantitative Strategies held 17,246 shares of J.M. Smucker worth $1.69M as of Q1 2026.
J.M. Smucker was a new Occudo Quantitative Strategies position in Q1 2026.
J.M. Smucker made up 0.09% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #299 holding.
Occudo Quantitative Strategies first reported a position in J.M. Smucker in Q4 2020 and has held it in 6 quarters since.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.