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Syntax Research’s J.M. Smucker SJM Stock Holding History

Syntax Research’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
-112
Closed -$11K – 180
2025
Q4 		$11K Hold
112
– – 0.01% 143
2025
Q3 		$12.2K Hold
112
– – 0.01% 139
2025
Q2 		$11K Hold
112
– – 0.01% 134
2025
Q1 		$13.3K Hold
112
– – 0.01% 134
2024
Q4 		$12.3K Hold
112
– – 0.01% 138
2024
Q3 		$13.6K Hold
112
– – 0.01% 141
2024
Q2 		$12.2K Hold
112
– – 0.01% 127
2024
Q1 		$14.1K Hold
112
– – 0.01% 126
2023
Q4 		$14.2K Hold
112
– – 0.01% 125
2023
Q3 		$13.8K Buy
+112
New +$15.9K 0.01% 130

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Syntax Research's SJM Position: Q1 2026 in Review

Syntax Research sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 112 shares — an estimated $11K sold.

Syntax Research first reported a position in SJM in Q3 2023 and held it in 10 quarters. The position peaked at $14.2K in Q4 2023. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Syntax Research reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Syntax Research sold 112 J.M. Smucker shares in Q1 2026, an estimated $11K.
  • Syntax Research first reported a position in J.M. Smucker in Q3 2023 and held it in 10 quarters.
  • Syntax Research's J.M. Smucker position peaked at $14.2K in Q4 2023.
  • 818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.