Borer Denton & Associates’s J.M. Smucker SJM Stock Holding History

Borer Denton & Associates’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	$225K	Buy	+2,000	New	+$204K	0.07%	70
2025 Q4	–	Sell	-2,000	Closed	-$217K	–	66
2025 Q3	$217K	Buy	+2,000	New	+$217K	0.07%	60
2025 Q2	–	Sell	-2,000	Closed	-$237K	–	60
2025 Q1	$237K	Hold	2,000	–	–	0.08%	57
2024 Q4	$220K	Hold	2,000	–	–	0.08%	58
2024 Q3	$242K	Hold	2,000	–	–	0.08%	56
2024 Q2	$218K	Hold	2,000	–	–	0.08%	56
2024 Q1	$252K	Hold	2,000	–	–	0.09%	56
2023 Q4	$253K	Hold	2,000	–	–	0.1%	54
2023 Q3	$246K	Hold	2,000	–	–	0.1%	58
2023 Q2	$295K	Hold	2,000	–	–	0.12%	55
2023 Q1	$315K	Hold	2,000	–	–	0.13%	54
2022 Q4	$317K	Hold	2,000	–	–	0.14%	52
2022 Q3	$275K	Hold	2,000	–	–	0.14%	53
2022 Q2	$256K	Hold	2,000	–	–	0.12%	50
2022 Q1	$271K	Buy	+2,000	New	+$273K	0.11%	50

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 40.89% 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

Borer Denton & Associates's SJM Position: Q2 2026 in Review

Borer Denton & Associates opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,000 shares worth $225K. The stake represents 0.07% of the portfolio and ranks #70 among its holdings. This is a return to the name: Borer Denton & Associates previously reported a position in SJM as recently as Q3 2025.

Borer Denton & Associates first reported a position in SJM in Q1 2022 and has held it in 15 quarters since. The position peaked at $317K in Q4 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Borer Denton & Associates held 2,000 shares of J.M. Smucker worth $225K as of Q2 2026.
J.M. Smucker was a new Borer Denton & Associates position in Q2 2026.
J.M. Smucker made up 0.07% of Borer Denton & Associates's portfolio in Q2 2026, its #70 holding.
Borer Denton & Associates first reported a position in J.M. Smucker in Q1 2022 and has held it in 15 quarters since.
Borer Denton & Associates's J.M. Smucker position peaked at $317K in Q4 2022.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Borer Denton & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.