SMA
SJM icon

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

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sage Mountain Advisors's SJM Position: Q1 2026 in Review

Sage Mountain Advisors sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 2,193 shares — an estimated $214K sold.

Sage Mountain Advisors first reported a position in SJM in Q3 2024 and held it in 5 quarters. The position peaked at $395K in Q3 2025. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Sage Mountain Advisors reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,193 J.M. Smucker shares in Q1 2026, an estimated $214K.
  • Sage Mountain Advisors first reported a position in J.M. Smucker in Q3 2024 and held it in 5 quarters.
  • Sage Mountain Advisors's J.M. Smucker position peaked at $395K in Q3 2025.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.