BL
SJM icon

BFSG LLC’s J.M. Smucker SJM Stock Holding History

BFSG LLC’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 		$314 Hold
3
– – ﹤0.01% 748
2026
Q1 		$269 Hold
3
– – ﹤0.01% 730
2025
Q4 		$273 Hold
3
– – ﹤0.01% 701
2025
Q3 		$303 Hold
3
– – ﹤0.01% 691
2025
Q2 		$274 Hold
3
– – ﹤0.01% 659
2025
Q1 		$331 Hold
3
– – ﹤0.01% 654
2024
Q4 		$305 Hold
3
– – ﹤0.01% 653
2024
Q3 		$332 Hold
3
– – ﹤0.01% 625
2024
Q2 		$296 Hold
3
– – ﹤0.01% 605
2024
Q1 		$339 Hold
3
– – ﹤0.01% 636
2023
Q4 		$337 Buy
+3
New +$348 ﹤0.01% 591

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

BFSG LLC's SJM Position: Q2 2026 in Review

BFSG LLC held its J.M. Smucker (SJM) position steady in Q2 2026 at 3 shares worth $314. The position accounts for ﹤0.01% of the portfolio, ranked #748.

BFSG LLC first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $339 in Q1 2024. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • BFSG LLC held 3 shares of J.M. Smucker worth $314 as of Q2 2026.
  • BFSG LLC left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #748 holding.
  • BFSG LLC first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's J.M. Smucker position peaked at $339 in Q1 2024.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.