Addison Advisors’s J.M. Smucker SJM Stock Holding History

Addison Advisors’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 Q2	–	Sell	-37	Closed	-$3.57K	–	955
2026 Q1	$3.57K	Hold	37	–	–	﹤0.01%	770
2025 Q4	$3.62K	Hold	37	–	–	﹤0.01%	731
2025 Q3	$4.02K	Hold	37	–	–	﹤0.01%	725
2025 Q2	$3.63K	Hold	37	–	–	﹤0.01%	727
2025 Q1	$4.38K	Sell	37 -113	-75%	-$12.2K	﹤0.01%	686
2024 Q4	$16.5K	Hold	150	–	–	﹤0.01%	531
2024 Q3	$18.2K	Hold	150	–	–	0.01%	517
2024 Q2	$16.4K	Sell	150 -184	-55%	-$20.8K	0.01%	507
2024 Q1	$42K	Hold	334	–	–	0.01%	386
2023 Q4	$42.2K	Buy	334 +33	+11%	+$3.82K	0.02%	376
2023 Q3	$37K	Hold	301	–	–	0.02%	362
2023 Q2	$44.4K	Hold	301	–	–	0.02%	332
2023 Q1	$47.4K	Hold	301	–	–	0.03%	303
2022 Q4	$47.7K	Sell	301 -125	-29%	-$18.6K	0.03%	293
2022 Q3	$59K	Buy	426 +125	+42%	+$17K	0.04%	245
2022 Q2	$39K	Hold	301	–	–	0.02%	291
2022 Q1	$41K	Hold	301	–	–	0.02%	310
2021 Q4	$41K	Hold	301	–	–	0.03%	263
2021 Q3	$36K	Hold	301	–	–	0.03%	210
2021 Q2	$39K	Buy	+301	New	+$40K	0.03%	203
2020 Q4	$35K	Buy	+301	New	+$35K	0.03%	207

Other funds holding SJM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Addison Advisors's SJM Position: Q2 2026 in Review

Addison Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 37 shares — an estimated $3.57K sold.

Addison Advisors first reported a position in SJM in Q4 2020 and held it in 21 quarters. The position peaked at $59K in Q3 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Addison Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 37 J.M. Smucker shares in Q2 2026, an estimated $3.57K.
Addison Advisors first reported a position in J.M. Smucker in Q4 2020 and held it in 21 quarters.
Addison Advisors's J.M. Smucker position peaked at $59K in Q3 2022.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.