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Silver Oak Securities’s J.M. Smucker SJM Stock Holding History

Silver Oak Securities’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
-3,101
Closed -$305K – 846
2025
Q4 		$305K Buy
3,101
+2
+0.1% +$207 0.02% 628
2025
Q3 		$337K Sell
3,099
-1
-0% -$109 0.03% 549
2025
Q2 		$304K Buy
+3,100
New +$341K 0.02% 536
2023
Q3 		– Sell
-5,363
Closed -$792K – 496
2023
Q2 		$792K Buy
5,363
+3,766
+236% +$574K 0.13% 168
2023
Q1 		$251K Buy
+1,597
New +$243K 0.04% 322

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 $3.37T AUM 44.26% 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

Silver Oak Securities's SJM Position: Q1 2026 in Review

Silver Oak Securities sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 3,101 shares — an estimated $305K sold.

Silver Oak Securities first reported a position in SJM in Q1 2023 and held it in 5 quarters. The position peaked at $792K in Q2 2023. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Silver Oak Securities reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 3,101 J.M. Smucker shares in Q1 2026, an estimated $305K.
  • Silver Oak Securities first reported a position in J.M. Smucker in Q1 2023 and held it in 5 quarters.
  • Silver Oak Securities's J.M. Smucker position peaked at $792K in Q2 2023.
  • 818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.