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Te Ahumairangi Investment Management’s J.M. Smucker SJM Stock Holding History

Te Ahumairangi 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 		$1.45M Sell
15,050
-10,820
-42% -$1.13M 0.24% 81
2025
Q4 		$2.53M Sell
25,870
-4,850
-16% -$501K 0.45% 72
2025
Q3 		$3.34M Sell
30,720
-7,950
-21% -$863K 0.57% 62
2025
Q2 		$3.8M Buy
38,670
+2,140
+6% +$235K 0.68% 57
2025
Q1 		$4.33M Sell
36,530
-5,109
-12% -$552K 0.92% 43
2024
Q4 		$4.58M Sell
41,639
-2,282
-5% -$262K 0.96% 39
2024
Q3 		$5.29M Sell
43,921
-370
-0.8% -$43.6K 0.94% 45
2024
Q2 		$4.83M Sell
44,291
-320
-0.7% -$36.2K 0.93% 42
2024
Q1 		$5.62M Buy
44,611
+495
+1% +$62.7K 0.98% 41
2023
Q4 		$5.58M Sell
44,116
-10,470
-19% -$1.21M 1.06% 38
2023
Q3 		$6.71M Sell
54,586
-1,955
-3% -$278K 1.09% 35
2023
Q2 		$8.35M Buy
56,541
+4,010
+8% +$612K 1.14% 33
2023
Q1 		$8.27M Buy
52,531
+5,993
+13% +$910K 1.18% 26
2022
Q4 		$7.37M Sell
46,538
-3,585
-7% -$534K 1.15% 31
2022
Q3 		$6.89M Sell
50,123
-8,980
-15% -$1.22M 1.17% 33
2022
Q2 		$7.57M Sell
59,103
-9,053
-13% -$1.21M 1.14% 36
2022
Q1 		$9.23M Sell
68,156
-3,305
-5% -$450K 1.25% 27
2021
Q4 		$9.71M Hold
71,461
– – 1.25% 28
2021
Q3 		$8.58M Buy
71,461
+7,600
+12% +$966K 1.18% 30
2021
Q2 		$8.27M Sell
63,861
-9,200
-13% -$1.22M 1.08% 35
2021
Q1 		$9.24M Sell
73,061
-4,900
-6% -$578K 1.19% 30
2020
Q4 		$9.01M Buy
77,961
+21,561
+38% +$2.51M 1.25% 25
2020
Q3 		$6.51M Buy
+56,400
New +$6.29M 1.11% 29

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

Te Ahumairangi Investment Management's SJM Position: Q1 2026 in Review

Te Ahumairangi Investment Management reduced its J.M. Smucker (SJM) stake by 42% in Q1 2026, selling an estimated $1.13M and leaving 15,050 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #81.

Te Ahumairangi Investment Management first reported a position in SJM in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.71M in Q4 2021. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Te Ahumairangi Investment Management held 15,050 shares of J.M. Smucker worth $1.45M as of Q1 2026.
  • Te Ahumairangi Investment Management sold 10,820 J.M. Smucker shares in Q1 2026, an estimated $1.13M.
  • J.M. Smucker made up 0.24% of Te Ahumairangi Investment Management's portfolio in Q1 2026, its #81 holding.
  • Te Ahumairangi Investment Management first reported a position in J.M. Smucker in Q3 2020 and has held it in 23 quarters since.
  • Te Ahumairangi Investment Management's J.M. Smucker position peaked at $9.71M in Q4 2021.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2026, filed 15 May 2026.