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Summit Trail Advisors’s J.M. Smucker SJM Stock Holding History

Summit Trail 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 		$2.37M Sell
24,607
-2,596
-10% -$272K 0.03% 421
2025
Q4 		$2.66M Buy
27,203
+1,820
+7% +$188K 0.05% 277
2025
Q3 		$2.76M Buy
25,383
+19,225
+312% +$2.09M 0.04% 283
2025
Q2 		$605K Buy
+6,158
New +$677K 0.01% 655
2024
Q4 		– Sell
-1,970
Closed -$239K – 702
2024
Q3 		$239K Buy
1,970
+94
+5% +$11.1K 0.01% 621
2024
Q2 		$205K Buy
+1,876
New +$212K 0.01% 594
2018
Q1 		– Sell
-495
Closed -$63K – 1454
2017
Q4 		$63K Buy
+495
New +$55K 0.01% 761

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 Trail Advisors's SJM Position: Q1 2026 in Review

Summit Trail Advisors reduced its J.M. Smucker (SJM) stake by 9.5% in Q1 2026, selling an estimated $272K and leaving 24,607 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #421.

Summit Trail Advisors first reported a position in SJM in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.76M in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Summit Trail Advisors held 24,607 shares of J.M. Smucker worth $2.37M as of Q1 2026.
  • Summit Trail Advisors sold 2,596 J.M. Smucker shares in Q1 2026, an estimated $272K.
  • J.M. Smucker made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #421 holding.
  • Summit Trail Advisors first reported a position in J.M. Smucker in Q4 2017 and has held it in 7 quarters since.
  • Summit Trail Advisors's J.M. Smucker position peaked at $2.76M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.