Prelude Capital Management’s J.M. Smucker SJM Stock Holding History

Prelude Capital Management’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
2019 Q3	–	Sell	-8,000	Closed	-$922K	–	2010
2019 Q2	$922K	Hold	8,000	–	–	0.05%	361
2019 Q1	$932K	Sell	8,000 -4,700	-37%	-$491K	0.05%	344
2018 Q4	$1.19M	Sell	12,700 -200	-2%	-$20.9K	0.08%	283
2018 Q3	$1.32M	Hold	12,900	–	–	0.08%	290
2018 Q2	$1.39M	Buy	+12,900	New	+$1.45M	0.09%	239

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

Prelude Capital Management's SJM Position: Q1 2026 in Review

Prelude Capital Management sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 3,182 shares — an estimated $311K sold.

Prelude Capital Management first reported a position in SJM in Q2 2016 and held it in 15 quarters. The position peaked at $673K in Q1 2021. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Prelude Capital Management reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 3,182 J.M. Smucker shares in Q1 2026, an estimated $311K.
Prelude Capital Management first reported a position in J.M. Smucker in Q2 2016 and held it in 15 quarters.
Prelude Capital Management's J.M. Smucker position peaked at $673K in Q1 2021.
816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.