True Wealth Design’s J.M. Smucker SJM Stock Holding History

True Wealth Design’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	$3.96K	Sell	41 -3	-7%	-$314	﹤0.01%	1294
2025 Q4	$4.29K	Sell	44 -181	-80%	-$18.7K	﹤0.01%	1152
2025 Q3	$24.4K	Buy	225 +157	+231%	+$17.1K	0.01%	539
2025 Q2	$6.68K	Sell	68 -39	-36%	-$4.29K	﹤0.01%	704
2025 Q1	$12.7K	Hold	107	–	–	﹤0.01%	417
2024 Q4	$11.8K	Sell	107 -7	-6%	-$805	﹤0.01%	396
2024 Q3	$13.8K	Buy	114 +1	+0.9%	+$118	0.01%	380
2024 Q2	$12.3K	Hold	113	–	–	﹤0.01%	234
2024 Q1	$14.2K	Buy	113 +1	+0.9%	+$127	﹤0.01%	235
2023 Q4	$14.2K	Hold	112	–	–	﹤0.01%	221
2023 Q3	$13.8K	Hold	112	–	–	﹤0.01%	192
2023 Q2	$16.5K	Sell	112 -1	-0.9%	-$153	0.01%	197
2023 Q1	$17.8K	Hold	113	–	–	0.01%	207
2022 Q4	$17.9K	Buy	+113	New	+$16.8K	0.01%	192

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