Pinnacle Wealth Planning Services’s J.M. Smucker SJM Stock Holding History

Pinnacle Wealth Planning Services’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	$42.5K	Buy	441 +5	+1%	+$524	﹤0.01%	1287
2025 Q4	$42.6K	Buy	+436	New	+$45.1K	﹤0.01%	1311
2023 Q4	–	Sell	-4,061	Closed	-$499K	–	515
2023 Q3	$499K	Sell	4,061 -199	-5%	-$28.3K	0.08%	163
2023 Q2	$629K	Buy	4,260 +96	+2%	+$14.6K	0.1%	133
2023 Q1	$655K	Buy	+4,164	New	+$632K	0.11%	132
2021 Q1	–	Sell	-834	Closed	-$96K	–	1676
2020 Q4	$96K	Buy	+834	New	+$96.9K	0.02%	484

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

Pinnacle Wealth Planning Services's SJM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its J.M. Smucker (SJM) stake by 1.1% in Q1 2026, buying an estimated $524 and bringing the position to 441 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Pinnacle Wealth Planning Services first reported a position in SJM in Q4 2020 and has held it in 6 quarters since. The position peaked at $655K in Q1 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Pinnacle Wealth Planning Services held 441 shares of J.M. Smucker worth $42.5K as of Q1 2026.
Pinnacle Wealth Planning Services bought 5 J.M. Smucker shares in Q1 2026, an estimated $524.
J.M. Smucker made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1287 holding.
Pinnacle Wealth Planning Services first reported a position in J.M. Smucker in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's J.M. Smucker position peaked at $655K in Q1 2023.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.