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

Applied Finance 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 		$262K Sell
2,333
-1,396
-37% -$142K 0.02% 196
2026
Q1 		$360K Buy
3,729
+565
+18% +$59.2K 0.03% 172
2025
Q4 		$309K Buy
+3,164
New +$327K 0.02% 193

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 40.91% 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

Applied Finance Capital Management's SJM Position: Q2 2026 in Review

Applied Finance Capital Management reduced its J.M. Smucker (SJM) stake by 37% in Q2 2026, selling an estimated $142K and leaving 2,333 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #196.

Applied Finance Capital Management first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. The position peaked at $360K in Q1 2026. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Applied Finance Capital Management held 2,333 shares of J.M. Smucker worth $262K as of Q2 2026.
  • Applied Finance Capital Management sold 1,396 J.M. Smucker shares in Q2 2026, an estimated $142K.
  • J.M. Smucker made up 0.02% of Applied Finance Capital Management's portfolio in Q2 2026, its #196 holding.
  • Applied Finance Capital Management first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • Applied Finance Capital Management's J.M. Smucker position peaked at $360K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.