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Summit Financial’s J.M. Smucker SJM Stock Holding History

Summit Financial’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 		$315K Buy
3,264
+14
+0.4% +$1.47K ﹤0.01% 1170
2025
Q4 		$318K Buy
3,250
+487
+18% +$50.3K ﹤0.01% 1061
2025
Q3 		$300K Sell
2,763
-74
-3% -$8.04K ﹤0.01% 1063
2025
Q2 		$279K Buy
2,837
+332
+13% +$36.5K 0.01% 701
2025
Q1 		$297K Sell
2,505
-284
-10% -$30.7K 0.01% 613
2024
Q4 		$307K Sell
2,789
-53
-2% -$6.1K 0.01% 532
2024
Q3 		$344K Sell
2,842
-248
-8% -$29.2K 0.01% 434
2024
Q2 		$337K Buy
+3,090
New +$350K 0.02% 395
2024
Q1 		– Sell
-1,625
Closed -$205K – 402
2023
Q4 		$205K Buy
+1,625
New +$188K 0.01% 340
2023
Q3 		– Sell
-1,524
Closed -$225K – 345
2023
Q2 		$225K Buy
+1,524
New +$232K 0.02% 301

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

Summit Financial's SJM Position: Q1 2026 in Review

Summit Financial increased its J.M. Smucker (SJM) stake by 0.43% in Q1 2026, buying an estimated $1.47K and bringing the position to 3,264 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Summit Financial first reported a position in SJM in Q2 2023 and has held it in 10 quarters since. The position peaked at $344K in Q3 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Summit Financial held 3,264 shares of J.M. Smucker worth $315K as of Q1 2026.
  • Summit Financial bought 14 J.M. Smucker shares in Q1 2026, an estimated $1.47K.
  • J.M. Smucker made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1170 holding.
  • Summit Financial first reported a position in J.M. Smucker in Q2 2023 and has held it in 10 quarters since.
  • Summit Financial's J.M. Smucker position peaked at $344K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.