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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 – 1211
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 – 506
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Truvestments Capital's SJM Position: Q1 2026 in Review

Truvestments Capital sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 33 shares — an estimated $3.23K sold.

Truvestments Capital first reported a position in SJM in Q3 2018 and held it in 13 quarters. The position peaked at $311K in Q4 2023. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Truvestments Capital reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Truvestments Capital sold 33 J.M. Smucker shares in Q1 2026, an estimated $3.23K.
  • Truvestments Capital first reported a position in J.M. Smucker in Q3 2018 and held it in 13 quarters.
  • Truvestments Capital's J.M. Smucker position peaked at $311K in Q4 2023.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.