Steigerwald Gordon & Koch’s J.M. Smucker SJM Stock Holding History

Steigerwald Gordon & Koch’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	–	Sell	-21	Closed	-$2.05K	–	871
2025 Q4	$2.05K	Hold	21	–	–	﹤0.01%	802
2025 Q3	$2.28K	Buy	+21	New	+$2.28K	﹤0.01%	717

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steigerwald Gordon & Koch's SJM Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 21 shares — an estimated $2.05K sold.

Steigerwald Gordon & Koch first reported a position in SJM in Q3 2025 and held it in 2 quarters. The position peaked at $2.28K in Q3 2025. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Steigerwald Gordon & Koch reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
Steigerwald Gordon & Koch sold 21 J.M. Smucker shares in Q1 2026, an estimated $2.05K.
Steigerwald Gordon & Koch first reported a position in J.M. Smucker in Q3 2025 and held it in 2 quarters.
Steigerwald Gordon & Koch's J.M. Smucker position peaked at $2.28K in Q3 2025.
818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.