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Blue Trust Inc’s J.M. Smucker SJM Stock Holding History

Blue Trust Inc’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 		$18.1K Sell
161
-401
-71% -$40.8K ﹤0.01% 1699
2026
Q1 		$54.2K Hold
562
– – ﹤0.01% 1283
2025
Q4 		$55K Sell
562
-78
-12% -$8.06K ﹤0.01% 1327
2025
Q3 		$69.5K Sell
640
-111
-15% -$12.1K ﹤0.01% 1239
2025
Q2 		$73.7K Buy
751
+89
+13% +$9.79K ﹤0.01% 1184
2025
Q1 		$78.4K Sell
662
-27
-4% -$2.92K ﹤0.01% 1103
2024
Q4 		$75.9K Sell
689
-343
-33% -$39.5K ﹤0.01% 1051
2024
Q3 		$113K Buy
1,032
+102
+11% +$12K ﹤0.01% 1155
2024
Q2 		$117K Buy
930
+191
+26% +$21.6K ﹤0.01% 901
2024
Q1 		$93K Sell
739
-190
-20% -$24.1K ﹤0.01% 739
2023
Q4 		$114K Buy
929
+129
+16% +$14.9K ﹤0.01% 634
2023
Q3 		$118K Buy
800
+122
+18% +$17.3K ﹤0.01% 579
2023
Q2 		$107K Sell
678
-982
-59% -$150K ﹤0.01% 481
2023
Q1 		$263K Buy
1,660
+233
+16% +$35.4K ﹤0.01% 454
2022
Q4 		$197K Buy
1,427
+509
+55% +$75.8K ﹤0.01% 460
2022
Q3 		$118K Buy
918
+202
+28% +$27.5K ﹤0.01% 472
2022
Q2 		$97K Buy
+716
New +$95.5K ﹤0.01% 506

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

Blue Trust Inc's SJM Position: Q2 2026 in Review

Blue Trust Inc reduced its J.M. Smucker (SJM) stake by 71% in Q2 2026, selling an estimated $40.8K and leaving 161 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Blue Trust Inc first reported a position in SJM in Q2 2022 and has held it in 17 quarters since. The position peaked at $263K in Q1 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Blue Trust Inc held 161 shares of J.M. Smucker worth $18.1K as of Q2 2026.
  • Blue Trust Inc sold 401 J.M. Smucker shares in Q2 2026, an estimated $40.8K.
  • J.M. Smucker made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1699 holding.
  • Blue Trust Inc first reported a position in J.M. Smucker in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's J.M. Smucker position peaked at $263K in Q1 2023.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.