WA
SJM icon

Waverly Advisors’s J.M. Smucker SJM Stock Holding History

Waverly Advisors’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 		$398K Buy
4,130
+736
+22% +$77.1K ﹤0.01% 1191
2025
Q4 		$332K Sell
3,394
-2
-0.1% -$207 ﹤0.01% 1169
2025
Q3 		$369K Buy
3,396
+654
+24% +$71K ﹤0.01% 965
2025
Q2 		$269K Buy
2,742
+199
+8% +$21.9K ﹤0.01% 1011
2025
Q1 		$301K Sell
2,543
-46
-2% -$4.97K ﹤0.01% 921
2024
Q4 		$285K Buy
+2,589
New +$298K ﹤0.01% 840
2015
Q1 		– Sell
-12
Closed -$1K – 422
2014
Q4 		$1K Hold
12
– – ﹤0.01% 399
2014
Q3 		$1K Hold
12
– – ﹤0.01% 750
2014
Q2 		$1K Buy
+12
New +$1.21K ﹤0.01% 712

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

Waverly Advisors's SJM Position: Q1 2026 in Review

Waverly Advisors increased its J.M. Smucker (SJM) stake by 22% in Q1 2026, buying an estimated $77.1K and bringing the position to 4,130 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Waverly Advisors first reported a position in SJM in Q2 2014 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Waverly Advisors held 4,130 shares of J.M. Smucker worth $398K as of Q1 2026.
  • Waverly Advisors bought 736 J.M. Smucker shares in Q1 2026, an estimated $77.1K.
  • J.M. Smucker made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1191 holding.
  • Waverly Advisors first reported a position in J.M. Smucker in Q2 2014 and has held it in 9 quarters since.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.