SOA Wealth Advisors’s J.M. Smucker SJM Stock Holding History

SOA Wealth Advisors’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	$112	Hold	1	–	–	﹤0.01%	830
2025 Q4	$113	Hold	1	–	–	﹤0.01%	830
2025 Q3	$124	Hold	1	–	–	﹤0.01%	852
2025 Q2	$111	Hold	1	–	–	﹤0.01%	834
2025 Q1	$133	Hold	1	–	–	﹤0.01%	837
2024 Q4	$122	Hold	1	–	–	﹤0.01%	837
2024 Q3	$133	Hold	1	–	–	﹤0.01%	799
2024 Q2	$119	Hold	1	–	–	﹤0.01%	815
2024 Q1	$136	Hold	1	–	–	﹤0.01%	861
2023 Q4	$135	Hold	1	–	–	﹤0.01%	864
2023 Q3	$130	Hold	1	–	–	﹤0.01%	895
2023 Q2	$155	Hold	1	–	–	﹤0.01%	889
2023 Q1	$165	Hold	1	–	–	﹤0.01%	915
2022 Q4	$165	Hold	1	–	–	﹤0.01%	915
2022 Q3	$0	Hold	1	–	–	﹤0.01%	980
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1009
2022 Q1	$0	Hold	1	–	–	﹤0.01%	999
2021 Q4	$0	Hold	1	–	–	﹤0.01%	975
2021 Q3	$0	Buy	+1	New	+$127	﹤0.01%	985
2021 Q2	–	Sell	-1	Closed	–	–	962
2021 Q1	$0	Hold	1	–	–	﹤0.01%	916
2020 Q4	$0	Buy	+1	New	+$116	﹤0.01%	881

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