Sittner & Nelson’s J.M. Smucker SJM Stock Holding History

Sittner & Nelson’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	$1.83K	Hold	19	–	–	﹤0.01%	521
2025 Q4	$2.08K	Sell	19 -86	-82%	-$8.89K	﹤0.01%	480
2025 Q3	$11.4K	Hold	105	–	–	﹤0.01%	365
2025 Q2	$10.3K	Hold	105	–	–	﹤0.01%	378
2025 Q1	$12.4K	Hold	105	–	–	0.01%	349
2024 Q4	$11.6K	Hold	105	–	–	0.01%	339
2024 Q3	$12.7K	Sell	105 -2	-2%	-$236	0.01%	328
2024 Q2	$11.7K	Hold	107	–	–	0.01%	336
2024 Q1	$13.5K	Hold	107	–	–	0.01%	321
2023 Q4	$13.5K	Hold	107	–	–	0.01%	322
2023 Q3	$13.2K	Hold	107	–	–	0.01%	319
2023 Q2	$15.8K	Hold	107	–	–	0.01%	309
2023 Q1	$16.8K	Hold	107	–	–	0.01%	311
2022 Q4	$17K	Sell	107 -3	-3%	-$447	0.01%	293
2022 Q3	$15K	Hold	110	–	–	0.01%	291
2022 Q2	$14K	Hold	110	–	–	0.01%	325
2022 Q1	$15K	Hold	110	–	–	0.01%	308
2021 Q4	$15K	Hold	110	–	–	0.01%	303
2021 Q3	$13K	Hold	110	–	–	0.01%	297
2021 Q2	$14K	Hold	110	–	–	0.01%	280
2021 Q1	$14K	Sell	110 -29	-21%	-$3.42K	0.01%	272
2020 Q4	$16K	Buy	+139	New	+$16.2K	0.01%	245

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 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 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