Simplex Trading
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Simplex Trading’s J.M. Smucker SJM Stock Holding History

Simplex Trading’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 		$1.39M Sell
14,400
-31,600
-69% -$3.31M ﹤0.01% 2155
2025
Q4 		$4.5M Buy
46,000
+11,900
+35% +$1.23M ﹤0.01% 1355
2025
Q3 		$3.7M Sell
34,100
-20,300
-37% -$2.2M ﹤0.01% 1736
2025
Q2 		$5.34M Buy
54,400
+26,600
+96% +$2.92M ﹤0.01% 1290
2025
Q1 		$3.29M Sell
27,800
-41,700
-60% -$4.5M ﹤0.01% 1588
2024
Q4 		$7.65M Sell
69,500
-77,600
-53% -$8.93M ﹤0.01% 1193
2024
Q3 		$17.8M Sell
147,100
-2,000
-1% -$236K 0.01% 701
2024
Q2 		$16.3M Buy
149,100
+10,900
+8% +$1.23M 0.01% 720
2024
Q1 		$17.4M Buy
138,200
+46,300
+50% +$5.86M 0.01% 787
2023
Q4 		$11.6M Buy
91,900
+65,300
+245% +$7.57M 0.01% 991
2023
Q3 		$3.27M Buy
26,600
+12,300
+86% +$1.75M ﹤0.01% 1648
2023
Q2 		$2.11M Buy
14,300
+4,900
+52% +$747K ﹤0.01% 1938
2023
Q1 		$1.48M Sell
9,400
-5,200
-36% -$790K ﹤0.01% 2208
2022
Q4 		$2.31M Sell
14,600
-800
-5% -$119K ﹤0.01% 1757
2022
Q3 		$2.12M Buy
15,400
+7,900
+105% +$1.08M ﹤0.01% 1907
2022
Q2 		$960K Buy
7,500
+600
+9% +$80K ﹤0.01% 2672
2022
Q1 		$934K Buy
6,900
+400
+6% +$54.5K ﹤0.01% 3010
2021
Q4 		$882K Buy
6,500
+1,200
+23% +$153K ﹤0.01% 3035
2021
Q3 		$689K Buy
5,300
+100
+2% +$12.7K ﹤0.01% 3626
2021
Q2 		$673K Buy
5,200
+4,910
+1,693% +$652K ﹤0.01% 3716
2021
Q1 		$3.67M Buy
290
+214
+282% +$25.3K 0.01% 1072
2020
Q4 		$878K Sell
76
-57
-43% -$6.63K ﹤0.01% 2727
2020
Q3 		$1.54M Sell
133
-79
-37% -$8.81K ﹤0.01% 1777
2020
Q2 		$2.24M Sell
212
-22
-9% -$2.47K ﹤0.01% 1419
2020
Q1 		$2.6M Buy
234
+67
+40% +$7.16K ﹤0.01% 1090
2019
Q4 		$1.74M Sell
167
-227
-58% -$24K ﹤0.01% 1600
2019
Q3 		$4.33M Buy
394
+58
+17% +$6.46K 0.01% 800
2019
Q2 		$3.87M Sell
336
-156
-32% -$19K 0.01% 830
2019
Q1 		$5.73M Buy
492
+347
+239% +$36.3K 0.02% 604
2018
Q4 		$1.35M Buy
145
+59
+69% +$6.16K ﹤0.01% 1382
2018
Q3 		$882K Sell
86
-88
-51% -$9.61K ﹤0.01% 2018
2018
Q2 		$1.87M Sell
174
-5
-3% -$561 0.01% 1203
2018
Q1 		$161K Buy
179
+98
+121% +$12.2K 0.01% 1407
2017
Q4 		$73K Sell
81
-67
-45% -$7.44K ﹤0.01% 2078
2017
Q3 		$11K Buy
148
+41
+38% +$4.68K ﹤0.01% 3701
2017
Q2 		$50K Sell
107
-291
-73% -$36.8K ﹤0.01% 2401
2017
Q1 		$130K Buy
398
+250
+169% +$34K 0.01% 1527
2016
Q4 		$114K Buy
148
+41
+38% +$5.31K 0.01% 1428
2016
Q3 		$17K Buy
107
+79
+282% +$11.6K ﹤0.01% 3136
2016
Q2 		$32K Sell
28
-169
-86% -$22.5K ﹤0.01% 2465
2016
Q1 		$94K Buy
197
+45
+30% +$5.67K 0.01% 1412
2015
Q4 		$63K Sell
152
-73
-32% -$8.7K ﹤0.01% 1739
2015
Q3 		$78K Buy
225
+187
+492% +$20.9K 0.01% 1624
2015
Q2 		$27K Buy
38
+17
+81% +$1.97K ﹤0.01% 2199
2015
Q1 		$28K Buy
+21
New +$2.3K ﹤0.01% 2052

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T 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 $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

Simplex Trading's SJM Position: Q1 2026 in Review

Simplex Trading opened a new position in J.M. Smucker (SJM) in Q1 2026: 5,773 shares worth $557K. The stake represents ﹤0.01% of the portfolio and ranks #3134 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SJM as recently as Q1 2025.

Simplex Trading first reported a position in SJM in Q4 2014 and has held it in 22 quarters since. The position peaked at $2.89M in Q1 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Simplex Trading held 5,773 shares of J.M. Smucker worth $557K as of Q1 2026.
  • J.M. Smucker was a new Simplex Trading position in Q1 2026.
  • J.M. Smucker made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3134 holding.
  • Simplex Trading first reported a position in J.M. Smucker in Q4 2014 and has held it in 22 quarters since.
  • Simplex Trading's J.M. Smucker position peaked at $2.89M in Q1 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.