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Boreal Capital Management’s J.M. Smucker SJM Stock Holding History

Boreal Capital 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 		$6.64K Hold
59
– – ﹤0.01% 382
2026
Q1 		$5.69K Hold
59
– – ﹤0.01% 395
2025
Q4 		$5.77K Hold
59
– – ﹤0.01% 415
2025
Q3 		$6.41K Buy
+59
New +$6.41K 0.01% 417

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

Boreal Capital Management's SJM Position: Q2 2026 in Review

Boreal Capital Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 59 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Boreal Capital Management first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Boreal Capital Management held 59 shares of J.M. Smucker worth $6.64K as of Q2 2026.
  • Boreal Capital Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Boreal Capital Management's portfolio in Q2 2026, its #382 holding.
  • Boreal Capital Management first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.