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Smartleaf Asset Management’s J.M. Smucker SJM Stock Holding History

Smartleaf Asset 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 		$183K Buy
1,925
+948
+97% +$99.3K 0.01% 821
2025
Q4 		$96.2K Sell
977
-505
-34% -$52.2K ﹤0.01% 1205
2025
Q3 		$159K Buy
1,482
+131
+10% +$14.2K 0.01% 827
2025
Q2 		$129K Buy
1,351
+80
+6% +$8.8K 0.01% 765
2025
Q1 		$148K Sell
1,271
-107
-8% -$11.6K 0.01% 674
2024
Q4 		$151K Sell
1,378
-222
-14% -$25.5K 0.02% 646
2024
Q3 		$194K Buy
1,600
+618
+63% +$72.8K 0.02% 502
2024
Q2 		$107K Buy
982
+342
+53% +$38.7K 0.02% 553
2024
Q1 		$80.5K Buy
640
+389
+155% +$49.3K 0.02% 573
2023
Q4 		$31.6K Buy
+251
New +$29.1K 0.01% 604

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

Smartleaf Asset Management's SJM Position: Q1 2026 in Review

Smartleaf Asset Management increased its J.M. Smucker (SJM) stake by 97% in Q1 2026, buying an estimated $99.3K and bringing the position to 1,925 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #821.

Smartleaf Asset Management first reported a position in SJM in Q4 2023 and has held it in 10 quarters since. The position peaked at $194K in Q3 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Smartleaf Asset Management held 1,925 shares of J.M. Smucker worth $183K as of Q1 2026.
  • Smartleaf Asset Management bought 948 J.M. Smucker shares in Q1 2026, an estimated $99.3K.
  • J.M. Smucker made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #821 holding.
  • Smartleaf Asset Management first reported a position in J.M. Smucker in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's J.M. Smucker position peaked at $194K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.