XTX Topco’s J.M. Smucker SJM Stock Holding History

XTX Topco’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	$5.61M	Buy	58,125 +29,680	+104%	+$3.11M	0.1%	237
2025 Q4	$2.78M	Buy	+28,445	New	+$2.94M	0.07%	373
2025 Q3	–	Sell	-55,657	Closed	-$5.47M	–	3207
2025 Q2	$5.47M	Buy	+55,657	New	+$6.12M	0.23%	62
2025 Q1	–	Sell	-2,780	Closed	-$306K	–	3031
2024 Q4	$306K	Buy	+2,780	New	+$320K	0.03%	1197
2024 Q2	–	Sell	-9,263	Closed	-$1.17M	–	2409
2024 Q1	$1.17M	Buy	9,263 +6,407	+224%	+$811K	0.16%	119
2023 Q4	$361K	Sell	2,856 -10,932	-79%	-$1.27M	0.08%	485
2023 Q3	$1.69M	Buy	13,788 +9,950	+259%	+$1.41M	0.29%	21
2023 Q2	$567K	Buy	3,838 +2,397	+166%	+$366K	0.1%	297
2023 Q1	$227K	Buy	+1,441	New	+$219K	0.05%	860
2022 Q2	–	Sell	-1,523	Closed	-$206K	–	1079
2022 Q1	$206K	Sell	1,523 -309	-17%	-$42.1K	0.09%	408
2021 Q4	$249K	Buy	+1,832	New	+$234K	0.14%	271
2021 Q2	–	Sell	-1,607	Closed	-$203K	–	1066
2021 Q1	$203K	Buy	+1,607	New	+$190K	0.1%	494

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