Brooks Moore & Associates’s J.M. Smucker SJM Stock Holding History

Brooks Moore & 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	$465K	Hold	4,135	–	–	0.21%	81
2026 Q1	$399K	Buy	+4,135	New	+$433K	0.2%	79

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

Brooks Moore & Associates's SJM Position: Q2 2026 in Review

Brooks Moore & Associates held its J.M. Smucker (SJM) position steady in Q2 2026 at 4,135 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #81.

Brooks Moore & Associates first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Brooks Moore & Associates held 4,135 shares of J.M. Smucker worth $465K as of Q2 2026.
Brooks Moore & Associates left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.21% of Brooks Moore & Associates's portfolio in Q2 2026, its #81 holding.
Brooks Moore & Associates first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.