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Bruce G. Allen Investments’s J.M. Smucker SJM Stock Holding History

Bruce G. Allen 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 		– Sell
-7
Closed -$675 – 1101
2026
Q1 		$675 Sell
7
-3
-30% -$314 ﹤0.01% 911
2025
Q4 		$978 Sell
10
-10
-50% -$1.03K ﹤0.01% 831
2025
Q3 		$2.17K Hold
20
– – ﹤0.01% 690
2025
Q2 		$1.96K Sell
20
-1
-5% -$110 ﹤0.01% 713
2025
Q1 		$2.49K Sell
21
-14
-40% -$1.51K ﹤0.01% 668
2024
Q4 		$3.85K Sell
35
-1
-3% -$115 ﹤0.01% 620
2024
Q3 		$4.36K Hold
36
– – ﹤0.01% 599
2024
Q2 		$3.92K Sell
36
-42
-54% -$4.75K ﹤0.01% 599
2024
Q1 		$9.82K Sell
78
-6
-7% -$760 0.01% 476
2023
Q4 		$10.6K Buy
+84
New +$9.73K 0.01% 469

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

Bruce G. Allen Investments's SJM Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 7 shares — an estimated $675 sold.

Bruce G. Allen Investments first reported a position in SJM in Q4 2023 and held it in 10 quarters. The position peaked at $10.6K in Q4 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 7 J.M. Smucker shares in Q2 2026, an estimated $675.
  • Bruce G. Allen Investments first reported a position in J.M. Smucker in Q4 2023 and held it in 10 quarters.
  • Bruce G. Allen Investments's J.M. Smucker position peaked at $10.6K in Q4 2023.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.