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Optimize Financial’s J.M. Smucker SJM Stock Holding History

Optimize Financial’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 		$551K Buy
+5,711
New +$598K 0.27% 81

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optimize Financial's SJM Position: Q1 2026 in Review

Optimize Financial opened a new position in J.M. Smucker (SJM) in Q1 2026: 5,711 shares worth $551K. The stake represents 0.27% of the portfolio and ranks #81 among its holdings.

818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Optimize Financial held 5,711 shares of J.M. Smucker worth $551K as of Q1 2026.
  • J.M. Smucker was a new Optimize Financial position in Q1 2026.
  • J.M. Smucker made up 0.27% of Optimize Financial's portfolio in Q1 2026, its #81 holding.
  • 818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.