Truvestments Capital’s J.M. Smucker SJM Stock Holding History

Truvestments Capital’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	-33	Closed	-$3.23K	–	1215
2025 Q4	$3.23K	Hold	33	–	–	﹤0.01%	849
2025 Q3	$3.58K	Sell	33 -24	-42%	-$2.61K	﹤0.01%	875
2025 Q2	$5.6K	Hold	57	–	–	﹤0.01%	722
2025 Q1	$6.75K	Sell	57 -101	-64%	-$10.9K	﹤0.01%	715
2024 Q4	$17.4K	Buy	158 +44	+39%	+$5.06K	﹤0.01%	515
2024 Q3	$13.8K	Sell	114 -2,161	-95%	-$255K	﹤0.01%	539
2024 Q2	$248K	Sell	2,275 -143	-6%	-$16.2K	0.1%	183
2024 Q1	$304K	Sell	2,418 -43	-2%	-$5.44K	0.12%	161
2023 Q4	$311K	Buy	+2,461	New	+$285K	0.14%	158
2019 Q4	–	Sell	-105	Closed	-$12K	–	507
2019 Q3	$12K	Hold	105	–	–	0.01%	479
2019 Q2	$12K	Hold	105	–	–	0.01%	508
2019 Q1	$12K	Buy	+105	New	+$11K	0.01%	495
2018 Q3	$154K	Buy	+1,504	New	+$164K	0.07%	198

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