SWM
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SHP Wealth Management’s J.M. Smucker SJM Stock Holding History

SHP Wealth 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 		$854 Hold
9
– – ﹤0.01% 1495
2025
Q4 		$867 Buy
+9
New +$930 ﹤0.01% 1287

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $416B 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 $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's SJM Position: Q1 2026 in Review

SHP Wealth Management held its J.M. Smucker (SJM) position steady in Q1 2026 at 9 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

SHP Wealth Management first reported a position in SJM in Q4 2025 and has held it in 2 quarters since. The position peaked at $867 in Q4 2025. 817 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • SHP Wealth Management held 9 shares of J.M. Smucker worth $854 as of Q1 2026.
  • SHP Wealth Management left its J.M. Smucker share count unchanged in Q1 2026.
  • J.M. Smucker made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1495 holding.
  • SHP Wealth Management first reported a position in J.M. Smucker in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's J.M. Smucker position peaked at $867 in Q4 2025.
  • 817 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.