Boothbay Fund Management’s J.M. Smucker SJM Stock Holding History

Boothbay Fund 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	$1.15M	Buy	10,206 +1,836	+22%	+$187K	0.02%	1008
2026 Q1	$807K	Buy	+8,370	New	+$876K	0.01%	1061
2025 Q4	–	Sell	-4,182	Closed	-$454K	–	2314
2025 Q3	$454K	Buy	+4,182	New	+$454K	0.01%	1225
2024 Q2	–	Sell	-9,433	Closed	-$1.19M	–	1828
2024 Q1	$1.19M	Buy	+9,433	New	+$1.19M	0.02%	698
2023 Q4	–	Sell	-3,581	Closed	-$440K	–	1950
2023 Q3	$440K	Buy	+3,581	New	+$509K	0.01%	1087
2023 Q2	–	Sell	-6,818	Closed	-$1.07M	–	2244
2023 Q1	$1.07M	Buy	6,818 +2,340	+52%	+$355K	0.02%	960
2022 Q4	$710K	Buy	+4,478	New	+$667K	0.02%	1039
2019 Q3	–	Sell	-13,611	Closed	-$1.57M	–	891
2019 Q2	$1.57M	Buy	13,611 +6,868	+102%	+$839K	0.14%	181
2019 Q1	$786K	Buy	+6,743	New	+$705K	0.08%	283
2018 Q4	–	Sell	-2,015	Closed	-$207K	–	862
2018 Q3	$207K	Buy	+2,015	New	+$220K	0.02%	650
2017 Q3	–	Sell	-2,738	Closed	-$324K	–	751
2017 Q2	$324K	Buy	2,738 +15	+0.6%	+$1.9K	0.07%	381
2017 Q1	$357K	Buy	+2,723	New	+$370K	0.07%	366
2016 Q2	–	Sell	-1,951	Closed	-$253K	–	591
2016 Q1	$253K	Buy	+1,951	New	+$246K	0.19%	182

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 $3.37T AUM 44.26% 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 40.91% 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

Boothbay Fund Management's SJM Position: Q2 2026 in Review

Boothbay Fund Management increased its J.M. Smucker (SJM) stake by 22% in Q2 2026, buying an estimated $187K and bringing the position to 10,206 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #1008.

Boothbay Fund Management first reported a position in SJM in Q1 2016 and has held it in 13 quarters since. The position peaked at $1.57M in Q2 2019. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Boothbay Fund Management held 10,206 shares of J.M. Smucker worth $1.15M as of Q2 2026.
Boothbay Fund Management bought 1,836 J.M. Smucker shares in Q2 2026, an estimated $187K.
J.M. Smucker made up 0.02% of Boothbay Fund Management's portfolio in Q2 2026, its #1008 holding.
Boothbay Fund Management first reported a position in J.M. Smucker in Q1 2016 and has held it in 13 quarters since.
Boothbay Fund Management's J.M. Smucker position peaked at $1.57M in Q2 2019.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.