Advantage Trust Company’s J.M. Smucker SJM Stock Holding History

Advantage Trust Company’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	$3.38K	Buy	+30	New	+$3.06K	﹤0.01%	189
2025 Q4	–	Sell	-30	Closed	-$3.26K	–	178
2025 Q3	$3.26K	Hold	30	–	–	﹤0.01%	186
2025 Q2	$2.95K	Buy	+30	New	+$3.3K	﹤0.01%	203
2025 Q1	–	Sell	-200	Closed	-$22K	–	183
2024 Q4	$22K	Hold	200	–	–	0.01%	132
2024 Q3	$24.2K	Hold	200	–	–	0.02%	122
2024 Q2	$21.8K	Hold	200	–	–	0.02%	140
2024 Q1	$25.2K	Hold	200	–	–	0.02%	132
2023 Q4	$25.3K	Buy	+200	New	+$23.2K	0.02%	137

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

Advantage Trust Company's SJM Position: Q2 2026 in Review

Advantage Trust Company opened a new position in J.M. Smucker (SJM) in Q2 2026: 30 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in SJM as recently as Q3 2025.

Advantage Trust Company first reported a position in SJM in Q4 2023 and has held it in 8 quarters since. The position peaked at $25.3K in Q4 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Advantage Trust Company held 30 shares of J.M. Smucker worth $3.38K as of Q2 2026.
J.M. Smucker was a new Advantage Trust Company position in Q2 2026.
J.M. Smucker made up ﹤0.01% of Advantage Trust Company's portfolio in Q2 2026, its #189 holding.
Advantage Trust Company first reported a position in J.M. Smucker in Q4 2023 and has held it in 8 quarters since.
Advantage Trust Company's J.M. Smucker position peaked at $25.3K in Q4 2023.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.