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Bellevue Asset Management’s J.M. Smucker SJM Stock Holding History

Bellevue Asset 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 		$5.26K Hold
46
– – ﹤0.01% 349
2026
Q1 		$4.46K Buy
46
+1
+2% +$105 ﹤0.01% 329
2025
Q4 		$4.48K Sell
45
-75
-63% -$7.75K ﹤0.01% 353
2025
Q3 		$13.1K Buy
120
+1
+0.8% +$109 0.01% 266
2025
Q2 		$11.8K Hold
119
– – 0.01% 273
2025
Q1 		$14.1K Hold
119
– – 0.01% 256
2024
Q4 		$13.1K Buy
119
+44
+59% +$5.06K 0.01% 264
2024
Q3 		$9.08K Hold
75
– – ﹤0.01% 273
2024
Q2 		$8.18K Hold
75
– – ﹤0.01% 277
2024
Q1 		$9.44K Sell
75
-50
-40% -$6.33K 0.01% 260
2023
Q4 		$15.8K Hold
125
– – 0.01% 239
2023
Q3 		$15.4K Hold
125
– – 0.01% 234
2023
Q2 		$18.5K Hold
125
– – 0.01% 230
2023
Q1 		$19.7K Hold
125
– – 0.01% 225
2022
Q4 		$19.7K Hold
125
– – 0.02% 230
2022
Q3 		$17K Hold
125
– – 0.01% 250
2022
Q2 		$16K Hold
125
– – 0.01% 258
2022
Q1 		$17K Hold
125
– – 0.01% 273
2021
Q4 		$17K Hold
125
– – 0.01% 285
2021
Q3 		$15K Hold
125
– – 0.01% 307
2021
Q2 		$16K Hold
125
– – 0.01% 300
2021
Q1 		$16K Hold
125
– – 0.01% 308
2020
Q4 		$15K Hold
125
– – 0.01% 313
2020
Q3 		$14K Hold
125
– – 0.01% 300
2020
Q2 		$13K Hold
125
– – 0.01% 309
2020
Q1 		$15K Sell
125
-200
-62% -$21.4K 0.02% 297
2019
Q4 		$34K Buy
+325
New +$34.4K 0.03% 201

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 $3.38T AUM 44.17% 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

Bellevue Asset Management's SJM Position: Q2 2026 in Review

Bellevue Asset Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 46 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Bellevue Asset Management first reported a position in SJM in Q4 2019 and has held it in 27 quarters since. The position peaked at $34K in Q4 2019. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Bellevue Asset Management held 46 shares of J.M. Smucker worth $5.26K as of Q2 2026.
  • Bellevue Asset Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #349 holding.
  • Bellevue Asset Management first reported a position in J.M. Smucker in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's J.M. Smucker position peaked at $34K in Q4 2019.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.