Smith, Moore & Co’s J.M. Smucker SJM Stock Holding History

Smith, Moore & Co’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	$376K	Sell	3,894 -429	-10%	-$44.9K	0.03%	385
2025 Q4	$423K	Buy	4,323 +333	+8%	+$34.4K	0.03%	346
2025 Q3	$433K	Sell	3,990 -120	-3%	-$13K	0.03%	338
2025 Q2	$404K	Sell	4,110 -750	-15%	-$82.5K	0.03%	335
2025 Q1	$575K	Buy	4,860 +293	+6%	+$31.6K	0.05%	271
2024 Q4	$503K	Sell	4,567 -185	-4%	-$21.3K	0.05%	288
2024 Q3	$575K	Hold	4,752	–	–	0.06%	263
2024 Q2	$518K	Sell	4,752 -20	-0.4%	-$2.26K	0.05%	262
2024 Q1	$601K	Hold	4,772	–	–	0.06%	239
2023 Q4	$603K	Sell	4,772 -25	-0.5%	-$2.9K	0.07%	233
2023 Q3	$590K	Hold	4,797	–	–	0.08%	209
2023 Q2	$708K	Buy	4,797 +16	+0.3%	+$2.44K	0.09%	198
2023 Q1	$752K	Buy	4,781 +197	+4%	+$29.9K	0.1%	185
2022 Q4	$726K	Sell	4,584 -75	-2%	-$11.2K	0.1%	190
2022 Q3	$640K	Sell	4,659 -133	-3%	-$18.1K	0.1%	193
2022 Q2	$613K	Hold	4,792	–	–	0.09%	203
2022 Q1	$649K	Hold	4,792	–	–	0.09%	211
2021 Q4	$651K	Buy	4,792 +178	+4%	+$22.7K	0.09%	214
2021 Q3	$554K	Sell	4,614 -55	-1%	-$6.99K	0.08%	224
2021 Q2	$605K	Sell	4,669 -450	-9%	-$59.8K	0.09%	218
2021 Q1	$648K	Buy	5,119 +400	+8%	+$47.2K	0.1%	200
2020 Q4	$546K	Sell	4,719 -591	-11%	-$68.7K	0.1%	193
2020 Q3	$613K	Buy	5,310 +401	+8%	+$44.7K	0.13%	166
2020 Q2	$519K	Buy	4,909 +1	+0%	+$112	0.11%	166
2020 Q1	$545K	Sell	4,908 -385	-7%	-$41.2K	0.14%	137
2019 Q4	$551K	Sell	5,293 -24	-0.5%	-$2.54K	0.11%	159
2019 Q3	$585K	Buy	5,317 +28	+0.5%	+$3.12K	0.13%	151
2019 Q2	$609K	Sell	5,289 -299	-5%	-$36.5K	0.14%	145
2019 Q1	$651K	Sell	5,588 -648	-10%	-$67.7K	0.15%	138
2018 Q4	$583K	Buy	6,236 +2	+0%	+$209	0.16%	133
2018 Q3	$640K	Buy	6,234 +571	+10%	+$62.4K	0.15%	137
2018 Q2	$609K	Sell	5,663 -349	-6%	-$39.2K	0.15%	136
2018 Q1	$746K	Sell	6,012 -639	-10%	-$79.8K	0.2%	106
2017 Q4	$826K	Buy	6,651 +1,297	+24%	+$144K	0.22%	94
2017 Q3	$562K	Buy	5,354 +621	+13%	+$70.9K	0.16%	124
2017 Q2	$560K	Buy	4,733 +597	+14%	+$75.4K	0.19%	102
2017 Q1	$542K	Sell	4,136 -18	-0.4%	-$2.45K	0.19%	98
2016 Q4	$532K	Sell	4,154 -3	-0.1%	-$389	0.2%	99
2016 Q3	$563K	Sell	4,157 -74	-2%	-$10.9K	0.23%	90
2016 Q2	$645K	Buy	4,231 +22	+0.5%	+$2.93K	0.27%	81
2016 Q1	$546K	Sell	4,209 -690	-14%	-$87K	0.24%	91
2015 Q4	$604K	Sell	4,899 -60	-1%	-$7.15K	0.3%	69
2015 Q3	$566K	Buy	4,959 +15	+0.3%	+$1.67K	0.31%	59
2015 Q2	$536K	Sell	4,944 -1,040	-17%	-$120K	0.27%	68
2015 Q1	$693K	Buy	5,984 +901	+18%	+$98.7K	0.37%	48
2014 Q4	$513K	Hold	5,083	–	–	0.27%	72
2014 Q3	$503K	Buy	5,083 +50	+1%	+$5.13K	0.28%	69
2014 Q2	$536K	Sell	5,033 -350	-7%	-$35.1K	0.33%	53
2014 Q1	$523K	Sell	5,383 -440	-8%	-$42.8K	0.31%	61
2013 Q4	$603K	Buy	+5,823	New	+$618K	0.38%	54

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith, Moore & Co's SJM Position: Q1 2026 in Review

Smith, Moore & Co reduced its J.M. Smucker (SJM) stake by 9.9% in Q1 2026, selling an estimated $44.9K and leaving 3,894 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #385.

Smith, Moore & Co first reported a position in SJM in Q4 2013 and has held it in 50 quarters since. The position peaked at $826K in Q4 2017. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Smith, Moore & Co held 3,894 shares of J.M. Smucker worth $376K as of Q1 2026.
Smith, Moore & Co sold 429 J.M. Smucker shares in Q1 2026, an estimated $44.9K.
J.M. Smucker made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #385 holding.
Smith, Moore & Co first reported a position in J.M. Smucker in Q4 2013 and has held it in 50 quarters since.
Smith, Moore & Co's J.M. Smucker position peaked at $826K in Q4 2017.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.