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Ascent Group’s J.M. Smucker SJM Stock Holding History

Ascent Group’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 		$1.52M Buy
+13,530
New +$1.38M 0.05% 308
2024
Q1 		– Sell
-4,896
Closed -$635K – 516
2023
Q4 		$635K Buy
4,896
+683
+16% +$79.1K 0.06% 307
2023
Q3 		$460K Buy
+4,213
New +$598K 0.05% 328

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

Ascent Group's SJM Position: Q2 2026 in Review

Ascent Group opened a new position in J.M. Smucker (SJM) in Q2 2026: 13,530 shares worth $1.52M. The stake represents 0.05% of the portfolio and ranks #308 among its holdings. This is a return to the name: Ascent Group previously reported a position in SJM as recently as Q4 2023.

Ascent Group first reported a position in SJM in Q3 2023 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Ascent Group held 13,530 shares of J.M. Smucker worth $1.52M as of Q2 2026.
  • J.M. Smucker was a new Ascent Group position in Q2 2026.
  • J.M. Smucker made up 0.05% of Ascent Group's portfolio in Q2 2026, its #308 holding.
  • Ascent Group first reported a position in J.M. Smucker in Q3 2023 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.