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Y.D. More Investments’s J.M. Smucker SJM Stock Holding History

Y.D. More Investments’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
-903
Closed -$88.3K – 515
2025
Q4 		$88.3K Sell
903
-295
-25% -$30.5K ﹤0.01% 261
2025
Q3 		$130K Sell
1,198
-70
-6% -$7.6K 0.01% 240
2025
Q2 		$121K Buy
1,268
+251
+25% +$27.6K 0.01% 253
2025
Q1 		$120K Buy
1,017
+129
+15% +$13.9K 0.01% 252
2024
Q4 		$97.8K Sell
888
-8
-0.9% -$920 0.01% 263
2024
Q3 		$109K Buy
+896
New +$106K 0.01% 252

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Y.D. More Investments's SJM Position: Q1 2026 in Review

Y.D. More Investments sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 903 shares — an estimated $88.3K sold.

Y.D. More Investments first reported a position in SJM in Q3 2024 and held it in 6 quarters. The position peaked at $130K in Q3 2025. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Y.D. More Investments reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Y.D. More Investments sold 903 J.M. Smucker shares in Q1 2026, an estimated $88.3K.
  • Y.D. More Investments first reported a position in J.M. Smucker in Q3 2024 and held it in 6 quarters.
  • Y.D. More Investments's J.M. Smucker position peaked at $130K in Q3 2025.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.