Atalanta Sosnoff Capital’s J.M. Smucker SJM Stock Holding History

Atalanta Sosnoff Capital’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	$509K	Buy	+4,523	New	+$461K	0.01%	82
2023 Q3	–	Sell	-1,515	Closed	-$224K	–	107
2023 Q2	$224K	Hold	1,515	–	–	0.01%	96
2023 Q1	$238K	Sell	1,515 -69	-4%	-$10.5K	0.01%	105
2022 Q4	$251K	Sell	1,584 -305	-16%	-$45.4K	0.01%	98
2022 Q3	$260K	Buy	+1,889	New	+$257K	0.01%	82
2020 Q2	–	Sell	-39,908	Closed	-$4.43M	–	109
2020 Q1	$4.43M	Buy	+39,908	New	+$4.27M	0.16%	72

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

Atalanta Sosnoff Capital's SJM Position: Q2 2026 in Review

Atalanta Sosnoff Capital opened a new position in J.M. Smucker (SJM) in Q2 2026: 4,523 shares worth $509K. The stake represents 0.01% of the portfolio and ranks #82 among its holdings. This is a return to the name: Atalanta Sosnoff Capital previously reported a position in SJM as recently as Q2 2023.

Atalanta Sosnoff Capital first reported a position in SJM in Q1 2020 and has held it in 6 quarters since. The position peaked at $4.43M in Q1 2020. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Atalanta Sosnoff Capital held 4,523 shares of J.M. Smucker worth $509K as of Q2 2026.
J.M. Smucker was a new Atalanta Sosnoff Capital position in Q2 2026.
J.M. Smucker made up 0.01% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #82 holding.
Atalanta Sosnoff Capital first reported a position in J.M. Smucker in Q1 2020 and has held it in 6 quarters since.
Atalanta Sosnoff Capital's J.M. Smucker position peaked at $4.43M in Q1 2020.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.