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Brown, Lisle/Cummings’s J.M. Smucker SJM Stock Holding History

Brown, Lisle/Cummings’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 		$335K Buy
2,977
+1,012
+52% +$103K 0.08% 188
2026
Q1 		$190K Buy
1,965
+7
+0.4% +$733 0.05% 218
2025
Q4 		$192K Buy
1,958
+500
+34% +$51.7K 0.05% 211
2025
Q3 		$158K Hold
1,458
– – 0.04% 229
2025
Q2 		$143K Hold
1,458
– – 0.04% 244
2025
Q1 		$173K Hold
1,458
– – 0.05% 218
2024
Q4 		$161K Hold
1,458
– – 0.05% 223
2024
Q3 		$177K Hold
1,458
– – 0.05% 217
2024
Q2 		$159K Buy
+1,458
New +$165K 0.05% 221
2023
Q2 		– Sell
-100
Closed -$15.7K – 558
2023
Q1 		$15.7K Hold
100
– – 0.01% 353
2022
Q4 		$15.8K Hold
100
– – 0.01% 338
2022
Q3 		$13.7K Hold
100
– – 0.01% 344
2022
Q2 		$12.8K Hold
100
– – 0.01% 354
2022
Q1 		$13.5K Hold
100
– – 0.01% 358
2021
Q4 		$13.6K Buy
+100
New +$12.8K 0.01% 359

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 40.89% 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

Brown, Lisle/Cummings's SJM Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its J.M. Smucker (SJM) stake by 52% in Q2 2026, buying an estimated $103K and bringing the position to 2,977 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #188.

Brown, Lisle/Cummings first reported a position in SJM in Q4 2021 and has held it in 15 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Brown, Lisle/Cummings held 2,977 shares of J.M. Smucker worth $335K as of Q2 2026.
  • Brown, Lisle/Cummings bought 1,012 J.M. Smucker shares in Q2 2026, an estimated $103K.
  • J.M. Smucker made up 0.08% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #188 holding.
  • Brown, Lisle/Cummings first reported a position in J.M. Smucker in Q4 2021 and has held it in 15 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.