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Principal Securities’s J.M. Smucker SJM Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-872
Closed -$94.7K – 3171
2025
Q3 		$94.7K Sell
872
-145
-14% -$15.7K ﹤0.01% 1621
2025
Q2 		$99.9K Buy
1,017
+198
+24% +$21.8K ﹤0.01% 1547
2025
Q1 		$90.2K Hold
819
– – ﹤0.01% 1483
2024
Q4 		$90.2K Sell
819
-18
-2% -$2.07K ﹤0.01% 1482
2024
Q3 		$101K Buy
837
+351
+72% +$41.4K ﹤0.01% 1389
2024
Q2 		$53K Buy
486
+12
+3% +$1.36K ﹤0.01% 1598
2024
Q1 		$59.7K Buy
474
+132
+39% +$16.7K ﹤0.01% 1491
2023
Q4 		$43.2K Buy
+342
New +$39.6K ﹤0.01% 1553

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's SJM Position: Q4 2025 in Review

Principal Securities sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 872 shares — an estimated $94.7K sold.

Principal Securities first reported a position in SJM in Q4 2023 and held it in 8 quarters. The position peaked at $101K in Q3 2024. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Principal Securities reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 872 J.M. Smucker shares in Q4 2025, an estimated $94.7K.
  • Principal Securities first reported a position in J.M. Smucker in Q4 2023 and held it in 8 quarters.
  • Principal Securities's J.M. Smucker position peaked at $101K in Q3 2024.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.