RIM
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Rakuten Investment Management’s J.M. Smucker SJM Stock Holding History

Rakuten Investment 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
2026
Q1 		$1M Sell
10,508
-3,526
-25% -$369K ﹤0.01% 422
2025
Q4 		$1.39M Sell
14,034
-99,021
-88% -$10.2M ﹤0.01% 480
2025
Q3 		$27.7M Buy
+113,055
New +$12.3M 0.1% 55
2025
Q1 		$1.13M Buy
+9,726
New +$1.05M 0.01% 480
2024
Q3 		$731K Buy
6,031
+1,511
+33% +$178K ﹤0.01% 393
2024
Q2 		$491K Buy
4,520
+1,665
+58% +$188K ﹤0.01% 397
2024
Q1 		$359K Buy
2,855
+2,593
+990% +$328K ﹤0.01% 379
2023
Q4 		$33K Buy
+262
New +$30.4K ﹤0.01% 367

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 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 $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return