TCM
SJM icon

Twin Capital Management’s J.M. Smucker SJM Stock Holding History

Twin Capital 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 		$604K Buy
6,260
+2,053
+49% +$215K 0.08% 230
2025
Q4 		$411K Sell
4,207
-3,098
-42% -$320K 0.05% 238
2025
Q3 		$793K Sell
7,305
-12
-0.2% -$1.3K 0.1% 184
2025
Q2 		$719K Buy
7,317
+117
+2% +$12.9K 0.08% 199
2025
Q1 		$853K Sell
7,200
-859
-11% -$92.8K 0.1% 184
2024
Q4 		$887K Buy
8,059
+370
+5% +$42.6K 0.1% 183
2024
Q3 		$931K Sell
7,689
-3,463
-31% -$408K 0.11% 181
2024
Q2 		$1.22M Buy
11,152
+90
+0.8% +$10.2K 0.14% 158
2024
Q1 		$1.39M Sell
11,062
-566
-5% -$71.7K 0.17% 152
2023
Q4 		$1.47M Buy
11,628
+41
+0.4% +$4.75K 0.19% 145
2023
Q3 		$1.42M Sell
11,587
-805
-6% -$114K 0.2% 139
2023
Q2 		$1.83M Sell
12,392
-383
-3% -$58.4K 0.24% 119
2023
Q1 		$2.01M Sell
12,775
-2,070
-14% -$314K 0.27% 113
2022
Q4 		$2.35M Sell
14,845
-44
-0.3% -$6.55K 0.3% 106
2022
Q3 		$2.05M Sell
14,889
-100
-0.7% -$13.6K 0.28% 112
2022
Q2 		$1.92M Sell
14,989
-141
-0.9% -$18.8K 0.25% 122
2022
Q1 		$2.05M Sell
15,130
-480
-3% -$65.4K 0.22% 135
2021
Q4 		$2.12M Sell
15,610
-970
-6% -$124K 0.21% 136
2021
Q3 		$1.99M Sell
16,580
-1,820
-10% -$231K 0.2% 138
2021
Q2 		$2.38M Buy
18,400
+2,490
+16% +$331K 0.22% 137
2021
Q1 		$2.01M Sell
15,910
-3,770
-19% -$445K 0.2% 141
2020
Q4 		$2.27M Buy
19,680
+10,050
+104% +$1.17M 0.21% 136
2020
Q3 		$1.11M Sell
9,630
-410
-4% -$45.7K 0.1% 198
2020
Q2 		$1.06M Buy
10,040
+4,660
+87% +$524K 0.1% 195
2020
Q1 		$597K Buy
5,380
+3,330
+162% +$356K 0.06% 226
2019
Q4 		$213K Hold
2,050
– – 0.02% 266
2019
Q3 		$226K Sell
2,050
-7,360
-78% -$820K 0.02% 261
2019
Q2 		$1.08M Sell
9,410
-15,040
-62% -$1.84M 0.08% 206
2019
Q1 		$2.85M Sell
24,450
-50
-0.2% -$5.23K 0.14% 191
2018
Q4 		$2.29M Sell
24,500
-100
-0.4% -$10.4K 0.13% 192
2018
Q3 		$2.52M Buy
24,600
+1,850
+8% +$202K 0.12% 207
2018
Q2 		$2.44M Buy
22,750
+240
+1% +$26.9K 0.12% 205
2018
Q1 		$2.79M Sell
22,510
-15,827
-41% -$1.98M 0.14% 183
2017
Q4 		$4.76M Buy
38,337
+32,164
+521% +$3.57M 0.23% 122
2017
Q3 		$648K Sell
6,173
-10,033
-62% -$1.15M 0.03% 316
2017
Q2 		$1.92M Buy
16,206
+12,496
+337% +$1.58M 0.11% 227
2017
Q1 		$486K Hold
3,710
– – 0.03% 320
2016
Q4 		$475K Buy
3,710
+1,570
+73% +$203K 0.03% 322
2016
Q3 		$290K Buy
+2,140
New +$314K 0.02% 324
2014
Q4 		– Sell
-2,660
Closed -$263K – 290
2014
Q3 		$263K Buy
2,660
+150
+6% +$15.4K 0.03% 281
2014
Q2 		$267K Buy
+2,510
New +$252K 0.03% 284
2013
Q4 		– Sell
-1,940
Closed -$204K – 321
2013
Q3 		$204K Hold
1,940
– – 0.02% 301
2013
Q2 		$200K Buy
+1,940
New +$198K 0.02% 359

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

Twin Capital Management's SJM Position: Q1 2026 in Review

Twin Capital Management increased its J.M. Smucker (SJM) stake by 49% in Q1 2026, buying an estimated $215K and bringing the position to 6,260 shares worth $604K. The position accounts for 0.08% of the portfolio, ranked #230.

Twin Capital Management first reported a position in SJM in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.76M in Q4 2017. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Twin Capital Management held 6,260 shares of J.M. Smucker worth $604K as of Q1 2026.
  • Twin Capital Management bought 2,053 J.M. Smucker shares in Q1 2026, an estimated $215K.
  • J.M. Smucker made up 0.08% of Twin Capital Management's portfolio in Q1 2026, its #230 holding.
  • Twin Capital Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 43 quarters since.
  • Twin Capital Management's J.M. Smucker position peaked at $4.76M in Q4 2017.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.