Wellington Management Group
SJM icon

Wellington Management Group’s J.M. Smucker SJM Stock Holding History

Wellington Management Group’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 		$4.09M Buy
42,378
+30,778
+265% +$3.22M ﹤0.01% 1438
2025
Q4 		$1.13M Buy
11,600
+5,094
+78% +$527K ﹤0.01% 1698
2025
Q3 		$707K Buy
6,506
+390
+6% +$42.4K ﹤0.01% 1839
2025
Q2 		$601K Buy
6,116
+1,421
+30% +$156K ﹤0.01% 1794
2025
Q1 		$556K Buy
+4,695
New +$507K ﹤0.01% 1806
2024
Q4 		– Sell
-9,769
Closed -$1.18M – 2027
2024
Q3 		$1.18M Buy
9,769
+920
+10% +$108K ﹤0.01% 1678
2024
Q2 		$965K Sell
8,849
-348
-4% -$39.4K ﹤0.01% 1685
2024
Q1 		$1.16M Sell
9,197
-551
-6% -$69.8K ﹤0.01% 1655
2023
Q4 		$1.23M Buy
9,748
+8,102
+492% +$939K ﹤0.01% 1589
2023
Q3 		$202K Sell
1,646
-248
-13% -$35.2K ﹤0.01% 1775
2023
Q2 		$280K Sell
1,894
-170
-8% -$25.9K ﹤0.01% 1753
2023
Q1 		$325K Buy
2,064
+360
+21% +$54.7K ﹤0.01% 1911
2022
Q4 		$270K Sell
1,704
-9,739
-85% -$1.45M ﹤0.01% 1919
2022
Q3 		$1.57M Sell
11,443
-14,276
-56% -$1.95M ﹤0.01% 1571
2022
Q2 		$3.29M Sell
25,719
-13,620
-35% -$1.82M ﹤0.01% 1425
2022
Q1 		$5.33M Sell
39,339
-11,081
-22% -$1.51M ﹤0.01% 1381
2021
Q4 		$6.85M Sell
50,420
-1,630
-3% -$208K ﹤0.01% 1381
2021
Q3 		$6.25M Buy
52,050
+387
+0.7% +$49.2K ﹤0.01% 1434
2021
Q2 		$6.69M Sell
51,663
-1,877
-4% -$249K ﹤0.01% 1407
2021
Q1 		$6.77M Sell
53,540
-280,578
-84% -$33.1M ﹤0.01% 1351
2020
Q4 		$38.6M Sell
334,118
-11,535
-3% -$1.34M 0.01% 848
2020
Q3 		$39.9M Sell
345,653
-59,064
-15% -$6.58M 0.01% 758
2020
Q2 		$42.8M Buy
404,717
+6,587
+2% +$740K 0.01% 738
2020
Q1 		$44.2M Buy
398,130
+243,478
+157% +$26M 0.01% 672
2019
Q4 		$16.1M Sell
154,652
-45,916
-23% -$4.86M ﹤0.01% 1040
2019
Q3 		$22.1M Buy
200,568
+43,650
+28% +$4.87M 0.01% 938
2019
Q2 		$18.1M Buy
156,918
+854
+0.5% +$104K ﹤0.01% 1031
2019
Q1 		$18.2M Buy
+156,064
New +$16.3M ﹤0.01% 1035
2018
Q4 		– Sell
-74,629
Closed -$7.66M – 2183
2018
Q3 		$7.66M Sell
74,629
-226,237
-75% -$24.7M ﹤0.01% 1364
2018
Q2 		$32.3M Buy
300,866
+240,604
+399% +$27M 0.01% 921
2018
Q1 		$7.47M Sell
60,262
-40,425
-40% -$5.05M ﹤0.01% 1356
2017
Q4 		$12.5M Sell
100,687
-68,320
-40% -$7.59M ﹤0.01% 1203
2017
Q3 		$17.7M Sell
169,007
-9,296
-5% -$1.06M ﹤0.01% 1103
2017
Q2 		$21.1M Buy
178,303
+39,261
+28% +$4.96M 0.01% 1008
2017
Q1 		$18.2M Buy
139,042
+26,219
+23% +$3.56M ﹤0.01% 1061
2016
Q4 		$14.4M Buy
112,823
+107,387
+1,975% +$13.9M ﹤0.01% 1095
2016
Q3 		$737K Buy
5,436
+2,646
+95% +$388K ﹤0.01% 1911
2016
Q2 		$425K Sell
2,790
-61,492
-96% -$8.18M ﹤0.01% 1942
2016
Q1 		$8.35M Buy
+64,282
New +$8.1M ﹤0.01% 1205
2015
Q1 		– Sell
-146,600
Closed -$14.8M – 2232
2014
Q4 		$14.8M Sell
146,600
-53,180
-27% -$5.39M ﹤0.01% 1127
2014
Q3 		$19.8M Hold
199,780
– – 0.01% 1024
2014
Q2 		$21.3M Sell
199,780
-5,622
-3% -$564K 0.01% 1015
2014
Q1 		$20M Buy
205,402
+34,205
+20% +$3.32M 0.01% 1031
2013
Q4 		$17.7M Sell
171,197
-36,135
-17% -$3.83M 0.01% 1056
2013
Q3 		$21.8M Buy
207,332
+161,650
+354% +$17.5M 0.01% 969
2013
Q2 		$4.71M Buy
+45,682
New +$4.65M ﹤0.01% 1436

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group's SJM Position: Q1 2026 in Review

Wellington Management Group increased its J.M. Smucker (SJM) stake by 265% in Q1 2026, buying an estimated $3.22M and bringing the position to 42,378 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Wellington Management Group first reported a position in SJM in Q2 2013 and has held it in 46 quarters since. The position peaked at $44.2M in Q1 2020. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Wellington Management Group held 42,378 shares of J.M. Smucker worth $4.09M as of Q1 2026.
  • Wellington Management Group bought 30,778 J.M. Smucker shares in Q1 2026, an estimated $3.22M.
  • J.M. Smucker made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1438 holding.
  • Wellington Management Group first reported a position in J.M. Smucker in Q2 2013 and has held it in 46 quarters since.
  • Wellington Management Group's J.M. Smucker position peaked at $44.2M in Q1 2020.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.