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

Alethea 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	$220K	Buy	+1,955	New	+$199K	0.09%	38
2025 Q4	–	Sell	-5,170	Closed	-$561K	–	29
2025 Q3	$561K	Buy	+5,170	New	+$561K	0.36%	10
2024 Q3	–	Sell	-4,093	Closed	-$446K	–	46
2024 Q2	$446K	Buy	+4,093	New	+$463K	0.34%	20
2021 Q4	–	Sell	-5,340	Closed	-$641K	–	112
2021 Q3	$641K	Buy	+5,340	New	+$679K	0.56%	25
2020 Q4	–	Sell	-5,880	Closed	-$679K	–	87
2020 Q3	$679K	Buy	+5,880	New	+$655K	0.46%	23
2020 Q1	–	Sell	-3,809	Closed	-$397K	–	113
2019 Q4	$397K	Hold	3,809	–	–	0.17%	55
2019 Q3	$419K	Hold	3,809	–	–	0.27%	50
2019 Q2	$439K	Sell	3,809 -8,986	-70%	-$1.1M	0.29%	53
2019 Q1	$1.49M	Buy	+12,795	New	+$1.34M	1.06%	12
2017 Q1	–	Sell	-15,039	Closed	-$1.93M	–	101
2016 Q4	$1.93M	Buy	+15,039	New	+$1.95M	2.43%	15
2016 Q3	–	Sell	-15,126	Closed	-$2.31M	–	73
2016 Q2	$2.31M	Buy	+15,126	New	+$2.01M	3.16%	4
2015 Q4	–	Sell	-13,319	Closed	-$1.52M	–	83
2015 Q3	$1.52M	Sell	13,319 -8,227	-38%	-$917K	2.31%	13
2015 Q2	$2.34M	Buy	+21,546	New	+$2.49M	3.59%	6

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

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

Alethea Capital Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,955 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #38 among its holdings. This is a return to the name: Alethea Capital Management previously reported a position in SJM as recently as Q3 2025.

Alethea Capital Management first reported a position in SJM in Q2 2015 and has held it in 13 quarters since. The position peaked at $2.34M in Q2 2015. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Alethea Capital Management held 1,955 shares of J.M. Smucker worth $220K as of Q2 2026.
J.M. Smucker was a new Alethea Capital Management position in Q2 2026.
J.M. Smucker made up 0.09% of Alethea Capital Management's portfolio in Q2 2026, its #38 holding.
Alethea Capital Management first reported a position in J.M. Smucker in Q2 2015 and has held it in 13 quarters since.
Alethea Capital Management's J.M. Smucker position peaked at $2.34M in Q2 2015.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Alethea Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.