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Verity & Verity’s J.M. Smucker SJM Stock Holding History

Verity & Verity’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 		$225K Buy
+2,335
New +$245K 0.02% 133
2024
Q1 		– Sell
-56,467
Closed -$7.14M – 121
2023
Q4 		$7.14M Buy
56,467
+1,619
+3% +$188K 0.82% 53
2023
Q3 		$6.74M Buy
54,848
+660
+1% +$93.8K 0.84% 52
2023
Q2 		$8M Sell
54,188
-22,297
-29% -$3.4M 0.98% 45
2023
Q1 		$12M Buy
76,485
+4,185
+6% +$636K 1.54% 30
2022
Q4 		$11.5M Buy
72,300
+1,808
+3% +$269K 1.5% 27
2022
Q3 		$9.69M Buy
70,492
+1,987
+3% +$271K 1.56% 26
2022
Q2 		$8.77M Buy
68,505
+616
+0.9% +$82.2K 1.34% 33
2022
Q1 		$9.19M Buy
67,889
+2,441
+4% +$333K 1.27% 37
2021
Q4 		$8.89M Buy
65,448
+968
+2% +$123K 1.27% 41
2021
Q3 		$8.08M Buy
64,480
+865
+1% +$110K 1.21% 39
2021
Q2 		$8.24M Sell
63,615
-215
-0.3% -$28.6K 1.3% 39
2021
Q1 		$8.32M Buy
63,830
+3,968
+7% +$468K 1.35% 36
2020
Q4 		$6.83M Sell
59,862
-261
-0.4% -$30.3K 1.29% 40
2020
Q3 		$7.06M Buy
60,123
+2,065
+4% +$230K 1.55% 30
2020
Q2 		$6.08M Buy
58,058
+1,607
+3% +$181K 1.45% 33
2020
Q1 		$6.27M Buy
56,451
+21,147
+60% +$2.26M 1.77% 21
2019
Q4 		$3.68M Buy
35,304
+1,525
+5% +$161K 0.71% 55
2019
Q3 		$3.59M Buy
33,779
+1,800
+6% +$201K 0.76% 52
2019
Q2 		$3.68M Buy
31,979
+1,269
+4% +$155K 0.8% 50
2019
Q1 		$3.58M Buy
30,710
+5,445
+22% +$569K 0.82% 54
2018
Q4 		$2.36M Buy
25,265
+8,490
+51% +$886K 0.63% 59
2018
Q3 		$1.72M Buy
+16,775
New +$1.83M 0.41% 68

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

Verity & Verity's SJM Position: Q1 2026 in Review

Verity & Verity opened a new position in J.M. Smucker (SJM) in Q1 2026: 2,335 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #133 among its holdings. This is a return to the name: Verity & Verity previously reported a position in SJM as recently as Q4 2023.

Verity & Verity first reported a position in SJM in Q3 2018 and has held it in 23 quarters since. The position peaked at $12M in Q1 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Verity & Verity held 2,335 shares of J.M. Smucker worth $225K as of Q1 2026.
  • J.M. Smucker was a new Verity & Verity position in Q1 2026.
  • J.M. Smucker made up 0.02% of Verity & Verity's portfolio in Q1 2026, its #133 holding.
  • Verity & Verity first reported a position in J.M. Smucker in Q3 2018 and has held it in 23 quarters since.
  • Verity & Verity's J.M. Smucker position peaked at $12M in Q1 2023.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.