TD Waterhouse Canada’s J.M. Smucker SJM Stock Holding History

TD Waterhouse Canada’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	$97.4K	Buy	1,020 +998	+4,536%	+$105K	﹤0.01%	1215
2025 Q4	$2.15K	Sell	22 -159	-88%	-$16.4K	﹤0.01%	1815
2025 Q3	$19.7K	Sell	181 -115	-39%	-$12.5K	﹤0.01%	1387
2025 Q2	$30.4K	Sell	296 -3,568	-92%	-$392K	﹤0.01%	1230
2025 Q1	$456K	Buy	3,864 +3,844	+19,220%	+$415K	﹤0.01%	649
2024 Q4	$2.2K	Hold	20	–	–	﹤0.01%	1699
2024 Q3	$2.42K	Hold	20	–	–	﹤0.01%	1610
2024 Q2	$2.21K	Hold	20	–	–	﹤0.01%	1631
2024 Q1	$2.46K	Hold	20	–	–	﹤0.01%	1651
2023 Q4	$2.57K	Sell	20 -13	-39%	-$1.51K	﹤0.01%	1468
2023 Q3	$4.01K	Hold	33	–	–	﹤0.01%	1402
2023 Q2	$4.96K	Hold	33	–	–	﹤0.01%	1390
2023 Q1	$5.2K	Sell	33 -4	-11%	-$608	﹤0.01%	1362
2022 Q4	$6.12K	Buy	37 +13	+54%	+$1.94K	﹤0.01%	1307
2022 Q3	$3.55K	Hold	24	–	–	﹤0.01%	1422
2022 Q2	$3.15K	Hold	24	–	–	﹤0.01%	1472
2022 Q1	$3.3K	Sell	24 -20	-45%	-$2.73K	﹤0.01%	1524
2021 Q4	$6.85K	Buy	+44	New	+$5.61K	﹤0.01%	1403

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 London, United Kingdom $280B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return