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Romano Brothers & Co’s J.M. Smucker SJM Stock Holding History

Romano Brothers & Co’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 		– Sell
-2,405
Closed -$235K – 323
2025
Q4 		$235K Sell
2,405
-181
-7% -$18.7K 0.03% 296
2025
Q3 		$281K Sell
2,586
-50
-2% -$5.43K 0.03% 288
2025
Q2 		$259K Sell
2,636
-32
-1% -$3.52K 0.03% 285
2025
Q1 		$316K Sell
2,668
-125
-4% -$13.5K 0.04% 259
2024
Q4 		$308K Sell
2,793
-194
-6% -$22.3K 0.04% 256
2024
Q3 		$362K Buy
2,987
+100
+3% +$11.8K 0.05% 242
2024
Q2 		$315K Sell
2,887
-202
-7% -$22.9K 0.04% 247
2024
Q1 		$389K Sell
3,089
-75
-2% -$9.5K 0.05% 235
2023
Q4 		$400K Sell
3,164
-225
-7% -$26.1K 0.06% 217
2023
Q3 		$417K Sell
3,389
-225
-6% -$32K 0.06% 216
2023
Q2 		$534K Hold
3,614
– – 0.08% 201
2023
Q1 		$569K Sell
3,614
-100
-3% -$15.2K 0.09% 193
2022
Q4 		$589K Sell
3,714
-150
-4% -$22.3K 0.09% 185
2022
Q3 		$531K Buy
+3,864
New +$527K 0.09% 192

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