Advisory Alpha’s J.M. Smucker SJM Stock Holding History

Advisory Alpha’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	$415K	Buy	+3,686	New	+$375K	0.01%	410
2020 Q4	–	Sell	-1,350	Closed	-$159K	–	555
2020 Q3	$159K	Buy	+1,350	New	+$150K	0.03%	107
2020 Q2	–	Sell	-1,350	Closed	-$158K	–	522
2020 Q1	$158K	Sell	1,350 -69	-5%	-$7.38K	0.04%	113
2019 Q4	$149K	Buy	1,419 +66	+5%	+$6.99K	0.04%	163
2019 Q3	$144K	Buy	+1,353	New	+$151K	0.04%	141
2019 Q2	–	Sell	-1,353	Closed	-$170K	–	553
2019 Q1	$170K	Buy	+1,353	New	+$141K	0.06%	123

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

Advisory Alpha's SJM Position: Q2 2026 in Review

Advisory Alpha opened a new position in J.M. Smucker (SJM) in Q2 2026: 3,686 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #410 among its holdings. This is a return to the name: Advisory Alpha previously reported a position in SJM as recently as Q3 2020.

Advisory Alpha first reported a position in SJM in Q1 2019 and has held it in 6 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Advisory Alpha held 3,686 shares of J.M. Smucker worth $415K as of Q2 2026.
J.M. Smucker was a new Advisory Alpha position in Q2 2026.
J.M. Smucker made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #410 holding.
Advisory Alpha first reported a position in J.M. Smucker in Q1 2019 and has held it in 6 quarters since.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.