Advisors Capital Management’s J.M. Smucker SJM Stock Holding History

Advisors Capital Management’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	$50.4M	Buy	447,771 +13,399	+3%	+$1.36M	0.53%	57
2026 Q1	$41.9M	Buy	434,372 +177,330	+69%	+$18.6M	0.49%	64
2025 Q4	$25.1M	Sell	257,042 -26,048	-9%	-$2.69M	0.3%	105
2025 Q3	$30.7M	Buy	283,090 +12,699	+5%	+$1.38M	0.38%	77
2025 Q2	$26.6M	Buy	270,391 +15,908	+6%	+$1.75M	0.36%	90
2025 Q1	$30.1M	Buy	254,483 +17,539	+7%	+$1.89M	0.47%	68
2024 Q4	$26.1M	Buy	236,944 +6,309	+3%	+$726K	0.41%	72
2024 Q3	$27.9M	Buy	230,635 +5,953	+3%	+$701K	0.45%	67
2024 Q2	$24.5M	Buy	224,682 +27,510	+14%	+$3.11M	0.43%	72
2024 Q1	$24.8M	Buy	197,172 +22,128	+13%	+$2.8M	0.45%	71
2023 Q4	$22.1M	Buy	175,044 +2,456	+1%	+$285K	0.45%	72
2023 Q3	$21.2M	Buy	172,588 +6,473	+4%	+$919K	0.54%	61
2023 Q2	$24.5M	Buy	166,115 +12,334	+8%	+$1.88M	0.59%	55
2023 Q1	$24.2M	Buy	+153,781	New	+$23.4M	0.63%	55

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 40.91% 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

Advisors Capital Management's SJM Position: Q2 2026 in Review

Advisors Capital Management increased its J.M. Smucker (SJM) stake by 3.1% in Q2 2026, buying an estimated $1.36M and bringing the position to 447,771 shares worth $50.4M. The position accounts for 0.53% of the portfolio, ranked #57.

Advisors Capital Management first reported a position in SJM in Q1 2023 and has held it in 14 quarters since. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Advisors Capital Management held 447,771 shares of J.M. Smucker worth $50.4M as of Q2 2026.
Advisors Capital Management bought 13,399 J.M. Smucker shares in Q2 2026, an estimated $1.36M.
J.M. Smucker made up 0.53% of Advisors Capital Management's portfolio in Q2 2026, its #57 holding.
Advisors Capital Management first reported a position in J.M. Smucker in Q1 2023 and has held it in 14 quarters since.
886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.