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Waterloo Capital’s J.M. Smucker SJM Stock Holding History

Waterloo 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 		$522K Buy
5,415
+1,789
+49% +$187K 0.04% 297
2025
Q4 		$355K Buy
+3,626
New +$375K 0.03% 348
2023
Q2 		– Sell
-1,422
Closed -$224K – 248
2023
Q1 		$224K Buy
+1,422
New +$216K 0.07% 173

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

Waterloo Capital's SJM Position: Q1 2026 in Review

Waterloo Capital increased its J.M. Smucker (SJM) stake by 49% in Q1 2026, buying an estimated $187K and bringing the position to 5,415 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #297.

Waterloo Capital first reported a position in SJM in Q1 2023 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Waterloo Capital held 5,415 shares of J.M. Smucker worth $522K as of Q1 2026.
  • Waterloo Capital bought 1,789 J.M. Smucker shares in Q1 2026, an estimated $187K.
  • J.M. Smucker made up 0.04% of Waterloo Capital's portfolio in Q1 2026, its #297 holding.
  • Waterloo Capital first reported a position in J.M. Smucker in Q1 2023 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.