Vident Advisory’s J.M. Smucker SJM Stock Holding History

Vident Advisory’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	$220K	Sell	2,280 -23,222	-91%	-$2.43M	﹤0.01%	1648
2025 Q4	$2.49M	Sell	25,502 -5,183	-17%	-$536K	0.02%	507
2025 Q3	$3.33M	Buy	30,685 +28,443	+1,269%	+$3.09M	0.03%	412
2025 Q2	$220K	Buy	2,242 +223	+11%	+$24.5K	﹤0.01%	1463
2025 Q1	$239K	Buy	+2,019	New	+$218K	﹤0.01%	1362
2024 Q1	–	Sell	-90,141	Closed	-$11.4M	–	1396
2023 Q4	$11.4M	Buy	90,141 +24,187	+37%	+$2.8M	0.29%	111
2023 Q3	$8.11M	Buy	+65,954	New	+$9.37M	0.25%	130

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

Vident Advisory's SJM Position: Q1 2026 in Review

Vident Advisory reduced its J.M. Smucker (SJM) stake by 91% in Q1 2026, selling an estimated $2.43M and leaving 2,280 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Vident Advisory first reported a position in SJM in Q3 2023 and has held it in 7 quarters since. The position peaked at $11.4M in Q4 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Vident Advisory held 2,280 shares of J.M. Smucker worth $220K as of Q1 2026.
Vident Advisory sold 23,222 J.M. Smucker shares in Q1 2026, an estimated $2.43M.
J.M. Smucker made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1648 holding.
Vident Advisory first reported a position in J.M. Smucker in Q3 2023 and has held it in 7 quarters since.
Vident Advisory's J.M. Smucker position peaked at $11.4M in Q4 2023.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.