Annis Gardner Whiting Capital Advisors’s J.M. Smucker SJM Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-813	Closed	-$78.4K	–	1095
2026 Q1	$78.4K	Sell	813 -137	-14%	-$14.3K	0.01%	497
2025 Q4	$92.9K	Sell	950 -3	-0.3%	-$310	0.02%	421
2025 Q3	$103K	Buy	953 +794	+499%	+$86.2K	0.02%	384
2025 Q2	$15.6K	Hold	159	–	–	0.01%	609
2025 Q1	$18.8K	Hold	159	–	–	0.01%	465
2024 Q4	$17.5K	Sell	159 -26	-14%	-$2.99K	﹤0.01%	460
2024 Q3	$22.4K	Hold	185	–	–	0.01%	448
2024 Q2	$20.2K	Hold	185	–	–	0.01%	569
2024 Q1	$23.3K	Buy	185 +26	+16%	+$3.29K	0.01%	522
2023 Q4	$20.1K	Hold	159	–	–	0.01%	402
2023 Q3	$19.5K	Buy	+159	New	+$22.6K	0.01%	390

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's SJM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 813 shares — an estimated $78.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SJM in Q3 2023 and held it in 11 quarters. The position peaked at $103K in Q3 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 813 J.M. Smucker shares in Q2 2026, an estimated $78.4K.
Annis Gardner Whiting Capital Advisors first reported a position in J.M. Smucker in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's J.M. Smucker position peaked at $103K in Q3 2025.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.