Wolff Wiese Magana’s J.M. Smucker SJM Stock Holding History

Wolff Wiese Magana’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	–	Sell	-23	Closed	-$2.25K	–	1021
2025 Q4	$2.25K	Hold	23	–	–	﹤0.01%	731
2025 Q3	$2.5K	Hold	23	–	–	﹤0.01%	718
2025 Q2	$2.26K	Sell	23 -22	-49%	-$2.42K	﹤0.01%	707
2025 Q1	$5.33K	Sell	45 -60	-57%	-$6.48K	﹤0.01%	546
2024 Q4	$11.6K	Hold	105	–	–	0.01%	400
2024 Q3	$12.7K	Hold	105	–	–	0.01%	391
2024 Q2	$11.4K	Hold	105	–	–	0.01%	299
2024 Q1	$13.2K	Hold	105	–	–	0.01%	262
2023 Q4	$13.3K	Buy	105 +35	+50%	+$4.05K	0.01%	247
2023 Q3	$8.6K	Hold	70	–	–	0.01%	368
2023 Q2	$10.3K	Hold	70	–	–	0.01%	347
2023 Q1	$11K	Buy	+70	New	+$10.6K	0.01%	332

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 London, United Kingdom $280B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return