Stone House Investment Management’s J.M. Smucker SJM Stock Holding History

Stone House Investment 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	$74.1K	Buy	768 +5	+0.7%	+$524	0.01%	143
2025 Q4	$74.6K	Buy	763 +7	+0.9%	+$724	0.01%	133
2025 Q3	$82.1K	Buy	756 +5	+0.7%	+$543	0.01%	123
2025 Q2	$73.8K	Buy	751 +5	+0.7%	+$550	0.01%	126
2025 Q1	$88.3K	Buy	+746	New	+$80.6K	0.02%	101
2024 Q4	–	Sell	-718	Closed	-$87K	–	295
2024 Q3	$87K	Buy	718 +6	+0.8%	+$707	0.02%	85
2024 Q2	$77.6K	Sell	712 -77	-10%	-$8.71K	0.02%	93
2024 Q1	$99.3K	Buy	789 +4	+0.5%	+$506	0.02%	83
2023 Q4	$99.3K	Sell	785 -17	-2%	-$1.97K	0.03%	61
2023 Q3	$98.6K	Sell	802 -30	-4%	-$4.26K	0.03%	59
2023 Q2	$123K	Buy	832 +3	+0.4%	+$458	0.04%	52
2023 Q1	$130K	Buy	+829	New	+$126K	0.04%	53
2019 Q2	–	Sell	-962	Closed	-$112K	–	168
2019 Q1	$112K	Buy	+962	New	+$101K	0.06%	56

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

Stone House Investment Management's SJM Position: Q1 2026 in Review

Stone House Investment Management increased its J.M. Smucker (SJM) stake by 0.66% in Q1 2026, buying an estimated $524 and bringing the position to 768 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #143.

Stone House Investment Management first reported a position in SJM in Q1 2019 and has held it in 13 quarters since. The position peaked at $130K in Q1 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Stone House Investment Management held 768 shares of J.M. Smucker worth $74.1K as of Q1 2026.
Stone House Investment Management bought 5 J.M. Smucker shares in Q1 2026, an estimated $524.
J.M. Smucker made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #143 holding.
Stone House Investment Management first reported a position in J.M. Smucker in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's J.M. Smucker position peaked at $130K in Q1 2023.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.