TFC Financial Management’s J.M. Smucker SJM Stock Holding History

TFC Financial 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 Q2	$563	Buy	+5	New	+$509	﹤0.01%	740
2025 Q3	–	Sell	-5	Closed	-$491	–	1050
2025 Q2	$491	Hold	5	–	–	﹤0.01%	684
2025 Q1	$593	Buy	+5	New	+$540	﹤0.01%	615
2024 Q4	–	Sell	-10	Closed	-$1.21K	–	1022
2024 Q3	$1.21K	Buy	10 +1	+11%	+$118	﹤0.01%	565
2024 Q2	$982	Sell	9 -1	-10%	-$113	﹤0.01%	563
2024 Q1	$1.26K	Buy	10 +1	+11%	+$127	﹤0.01%	518
2023 Q4	$1.14K	Buy	9 +4	+80%	+$463	﹤0.01%	504
2023 Q3	$615	Buy	5 +1	+25%	+$142	﹤0.01%	584
2023 Q2	$591	Sell	4 -787	-99%	-$120K	﹤0.01%	563
2023 Q1	$124K	Buy	791 +1	+0.1%	+$152	0.03%	142
2022 Q4	$125K	Hold	790	–	–	0.04%	134
2022 Q3	$109K	Hold	790	–	–	0.03%	136
2022 Q2	$101K	Hold	790	–	–	0.03%	153
2022 Q1	$107K	Hold	790	–	–	0.03%	152
2021 Q4	$107K	Hold	790	–	–	0.03%	160
2021 Q3	$95K	Hold	790	–	–	0.03%	163
2021 Q2	$102K	Hold	790	–	–	0.03%	154
2021 Q1	$100K	Hold	790	–	–	0.04%	146
2020 Q4	$91K	Sell	790 -46	-6%	-$5.35K	0.04%	150
2020 Q3	$97K	Buy	+836	New	+$93.2K	0.05%	122

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFC Financial Management's SJM Position: Q2 2026 in Review

TFC Financial Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 5 shares worth $563. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in SJM as recently as Q2 2025.

TFC Financial Management first reported a position in SJM in Q3 2020 and has held it in 20 quarters since. The position peaked at $125K in Q4 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

TFC Financial Management held 5 shares of J.M. Smucker worth $563 as of Q2 2026.
J.M. Smucker was a new TFC Financial Management position in Q2 2026.
J.M. Smucker made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #740 holding.
TFC Financial Management first reported a position in J.M. Smucker in Q3 2020 and has held it in 20 quarters since.
TFC Financial Management's J.M. Smucker position peaked at $125K in Q4 2022.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.