V-Square Quantitative Management’s J.M. Smucker SJM Stock Holding History

V-Square Quantitative 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	$278K	Sell	2,886 -2,497	-46%	-$261K	0.03%	455
2025 Q4	$527K	Buy	+5,383	New	+$556K	0.05%	302
2025 Q3	–	Sell	-4,258	Closed	-$418K	–	516
2025 Q2	$418K	Buy	4,258 +487	+13%	+$53.5K	0.06%	335
2025 Q1	$447K	Buy	3,771 +224	+6%	+$24.2K	0.07%	321
2024 Q4	$391K	Sell	3,547 -83	-2%	-$9.55K	0.06%	357
2024 Q3	$440K	Buy	3,630 +242	+7%	+$28.5K	0.06%	322
2024 Q2	$369K	Buy	3,388 +575	+20%	+$65.1K	0.06%	316
2024 Q1	$354K	Hold	2,813	–	–	0.05%	343
2023 Q4	$356K	Buy	2,813 +574	+26%	+$66.5K	0.06%	284
2023 Q3	$275K	Buy	2,239 +1,302	+139%	+$185K	0.12%	222
2023 Q2	$138K	Buy	+937	New	+$143K	0.1%	181

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

V-Square Quantitative Management's SJM Position: Q1 2026 in Review

V-Square Quantitative Management reduced its J.M. Smucker (SJM) stake by 46% in Q1 2026, selling an estimated $261K and leaving 2,886 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #455.

V-Square Quantitative Management first reported a position in SJM in Q2 2023 and has held it in 11 quarters since. The position peaked at $527K in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

V-Square Quantitative Management held 2,886 shares of J.M. Smucker worth $278K as of Q1 2026.
V-Square Quantitative Management sold 2,497 J.M. Smucker shares in Q1 2026, an estimated $261K.
J.M. Smucker made up 0.03% of V-Square Quantitative Management's portfolio in Q1 2026, its #455 holding.
V-Square Quantitative Management first reported a position in J.M. Smucker in Q2 2023 and has held it in 11 quarters since.
V-Square Quantitative Management's J.M. Smucker position peaked at $527K in Q4 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.