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Brinker Capital Investments’s J.M. Smucker SJM Stock Holding History

Brinker Capital Investments’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 		$265K Buy
+2,359
New +$240K ﹤0.01% 1687
2020
Q1 		– Sell
-629
Closed -$65K – 680
2019
Q4 		$65K Buy
+629
New +$66.6K ﹤0.01% 397
2019
Q3 		– Sell
-1,229
Closed -$142K – 917
2019
Q2 		$142K Buy
1,229
+1,155
+1,561% +$141K ﹤0.01% 430
2019
Q1 		$9K Buy
+74
New +$7.73K ﹤0.01% 662
2017
Q4 		– Sell
-26
Closed -$3K – 586
2017
Q3 		$3K Sell
26
-1,856
-99% -$212K ﹤0.01% 531
2017
Q2 		$223K Sell
1,882
-93
-5% -$11.8K 0.01% 275
2017
Q1 		$259K Buy
1,975
+1,868
+1,746% +$254K 0.01% 259
2016
Q4 		$14K Buy
107
+105
+5,250% +$13.6K ﹤0.01% 372
2016
Q3 		$0 Buy
+2
New +$294 ﹤0.01% 611
2016
Q1 		– Sell
-3
Closed – – 650
2015
Q4 		$0 Buy
+3
New +$358 ﹤0.01% 712
2015
Q1 		– Sell
-1,714
Closed -$173K – 466
2014
Q4 		$173K Buy
1,714
+103
+6% +$10.4K 0.01% 271
2014
Q3 		$159K Buy
+1,611
New +$165K 0.01% 253

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's SJM Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,359 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in SJM as recently as Q4 2019.

Brinker Capital Investments first reported a position in SJM in Q3 2014 and has held it in 12 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Brinker Capital Investments held 2,359 shares of J.M. Smucker worth $265K as of Q2 2026.
  • J.M. Smucker was a new Brinker Capital Investments position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1687 holding.
  • Brinker Capital Investments first reported a position in J.M. Smucker in Q3 2014 and has held it in 12 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.