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

&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	$858K	Buy	8,891 +1,839	+26%	+$193K	﹤0.01%	1383
2025 Q4	$688K	Sell	7,052 -317	-4%	-$32.8K	﹤0.01%	1443
2025 Q3	$800K	Buy	7,369 +252	+4%	+$27.4K	0.01%	1188
2025 Q2	$699K	Sell	7,117 -4,520	-39%	-$497K	0.01%	1167
2025 Q1	$1.35M	Buy	11,637 +1,042	+10%	+$113K	0.01%	704
2024 Q4	$1.18M	Buy	10,595 +2,216	+26%	+$255K	0.01%	703
2024 Q3	$1.02M	Buy	8,379 +4,003	+91%	+$472K	0.02%	567
2024 Q2	$477K	Buy	4,376 +581	+15%	+$65.7K	0.02%	560
2024 Q1	$478K	Buy	3,795 +444	+13%	+$56.2K	0.07%	275
2023 Q4	$433K	Buy	+3,351	New	+$388K	0.11%	171

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

&Partners's SJM Position: Q1 2026 in Review

&Partners increased its J.M. Smucker (SJM) stake by 26% in Q1 2026, buying an estimated $193K and bringing the position to 8,891 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

&Partners first reported a position in SJM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q1 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

&Partners held 8,891 shares of J.M. Smucker worth $858K as of Q1 2026.
&Partners bought 1,839 J.M. Smucker shares in Q1 2026, an estimated $193K.
J.M. Smucker made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1383 holding.
&Partners first reported a position in J.M. Smucker in Q4 2023 and has held it in 10 quarters since.
&Partners's J.M. Smucker position peaked at $1.35M in Q1 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

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