SMA
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Sage Mountain Advisors’s J.M. Smucker SJM Stock Holding History

Sage Mountain Advisors’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
-2,193
Closed -$214K – 519
2025
Q4 		$214K Sell
2,193
-1,444
-40% -$149K 0.01% 462
2025
Q3 		$395K Buy
3,637
+538
+17% +$58.4K 0.02% 321
2025
Q2 		$304K Buy
+3,099
New +$341K 0.02% 319
2025
Q1 		– Sell
-1,909
Closed -$210K – 517
2024
Q4 		$210K Buy
1,909
+37
+2% +$4.26K 0.02% 363
2024
Q3 		$227K Buy
+1,872
New +$221K 0.02% 359

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State Street
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UBS Group
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VPM
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Dimensional Fund Advisors
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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