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Alerus Financial’s J.M. Smucker SJM Stock Holding History

Alerus Financial’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 		$2.01M Sell
17,854
-11,985
-40% -$1.22M 0.09% 137
2026
Q1 		$2.88M Sell
29,839
-14,060
-32% -$1.47M 0.14% 90
2025
Q4 		$4.29M Sell
43,899
-17,310
-28% -$1.79M 0.21% 75
2025
Q3 		$6.65M Buy
+61,209
New +$6.65M 0.34% 50

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alerus Financial's SJM Position: Q2 2026 in Review

Alerus Financial reduced its J.M. Smucker (SJM) stake by 40% in Q2 2026, selling an estimated $1.22M and leaving 17,854 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #137.

Alerus Financial first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.65M in Q3 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Alerus Financial held 17,854 shares of J.M. Smucker worth $2.01M as of Q2 2026.
  • Alerus Financial sold 11,985 J.M. Smucker shares in Q2 2026, an estimated $1.22M.
  • J.M. Smucker made up 0.09% of Alerus Financial's portfolio in Q2 2026, its #137 holding.
  • Alerus Financial first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • Alerus Financial's J.M. Smucker position peaked at $6.65M in Q3 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.