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Atlas Capital Advisors’s J.M. Smucker SJM Stock Holding History

Atlas 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 		$1.57K Sell
14
-1,667
-99% -$170K ﹤0.01% 974
2026
Q1 		$162K Hold
1,681
– – 0.02% 452
2025
Q4 		$164K Buy
+1,681
New +$174K 0.02% 446
2025
Q2 		$172K Hold
1,749
– – 0.02% 437
2025
Q1 		$207K Sell
1,749
-30
-2% -$3.24K 0.03% 397
2024
Q4 		$196K Buy
1,779
+1,711
+2,516% +$197K 0.02% 391
2024
Q3 		$8.28K Sell
68
-1,711
-96% -$202K ﹤0.01% 744
2024
Q2 		$194K Buy
1,779
+1,711
+2,516% +$194K 0.03% 387
2024
Q1 		$8.61K Sell
68
-1,711
-96% -$217K ﹤0.01% 729
2023
Q4 		$225K Sell
1,779
-642
-27% -$74.4K 0.03% 347
2023
Q3 		$298K Hold
2,421
– – 0.05% 280
2023
Q2 		$358K Hold
2,421
– – 0.05% 263
2023
Q1 		$381K Sell
2,421
-65
-3% -$9.87K 0.06% 241
2022
Q4 		$394K Hold
2,486
– – 0.07% 215
2022
Q3 		$342K Hold
2,486
– – 0.06% 240
2022
Q2 		$318K Buy
2,486
+1,711
+221% +$228K 0.05% 275
2022
Q1 		$105K Sell
775
-91
-11% -$12.4K 0.02% 460
2021
Q4 		$118K Buy
866
+538
+164% +$68.6K 0.02% 432
2021
Q3 		$39.4K Hold
328
– – 0.01% 549
2021
Q2 		$42.5K Buy
328
+91
+38% +$12.1K 0.01% 542
2021
Q1 		$30K Sell
237
-318
-57% -$37.5K 0.01% 546
2020
Q4 		$64.2K Buy
+555
New +$64.5K 0.01% 447
2020
Q3 		– Sell
-983
Closed -$104K – 545
2020
Q2 		$104K Buy
983
+153
+18% +$17.2K 0.02% 394
2020
Q1 		$92.2K Sell
830
-94
-10% -$10K 0.03% 374
2019
Q4 		$96.3K Sell
924
-1,143
-55% -$121K 0.02% 401
2019
Q3 		$227K Sell
2,067
-925
-31% -$103K 0.07% 296
2019
Q2 		$345K Buy
2,992
+2,363
+376% +$289K 0.11% 215
2019
Q1 		$73.3K Sell
629
-136
-18% -$14.2K 0.03% 388
2018
Q4 		$71.5K Buy
+765
New +$79.9K 0.03% 375

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

Atlas Capital Advisors's SJM Position: Q2 2026 in Review

Atlas Capital Advisors reduced its J.M. Smucker (SJM) stake by 99% in Q2 2026, selling an estimated $170K and leaving 14 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Atlas Capital Advisors first reported a position in SJM in Q4 2018 and has held it in 29 quarters since. The position peaked at $394K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Atlas Capital Advisors held 14 shares of J.M. Smucker worth $1.57K as of Q2 2026.
  • Atlas Capital Advisors sold 1,667 J.M. Smucker shares in Q2 2026, an estimated $170K.
  • J.M. Smucker made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #974 holding.
  • Atlas Capital Advisors first reported a position in J.M. Smucker in Q4 2018 and has held it in 29 quarters since.
  • Atlas Capital Advisors's J.M. Smucker position peaked at $394K in Q4 2022.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.