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 $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wolff Wiese Magana's SJM Position: Q1 2026 in Review

Wolff Wiese Magana sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 23 shares — an estimated $2.25K sold.

Wolff Wiese Magana first reported a position in SJM in Q1 2023 and held it in 12 quarters. The position peaked at $13.3K in Q4 2023. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Wolff Wiese Magana reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
Wolff Wiese Magana sold 23 J.M. Smucker shares in Q1 2026, an estimated $2.25K.
Wolff Wiese Magana first reported a position in J.M. Smucker in Q1 2023 and held it in 12 quarters.
Wolff Wiese Magana's J.M. Smucker position peaked at $13.3K in Q4 2023.
820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Wolff Wiese Magana's 13F filing for Q1 2026, filed 13 Apr 2026.