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Caldwell Sutter Capital’s J.M. Smucker SJM Stock Holding History

Caldwell Sutter Capital’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 		$141K Buy
1,254
+302
+32% +$30.8K 0.05% 265
2026
Q1 		$91.9K Buy
952
+356
+60% +$37.3K 0.04% 309
2025
Q4 		$58.3K Buy
596
+363
+156% +$37.5K 0.02% 344
2025
Q3 		$25.4K Buy
233
+22
+10% +$2.39K 0.01% 446
2025
Q2 		$20.7K Buy
211
+25
+13% +$2.75K 0.01% 460
2025
Q1 		$22K Buy
186
+25
+16% +$2.7K 0.01% 450
2024
Q4 		$17.7K Buy
161
+36
+29% +$4.14K 0.01% 491
2024
Q3 		$15.2K Buy
125
+10
+9% +$1.18K 0.01% 515
2024
Q2 		$12.6K Buy
115
+65
+130% +$7.36K 0.01% 532
2024
Q1 		$6.29K Buy
50
+25
+100% +$3.17K ﹤0.01% 602
2023
Q4 		$3.16K Buy
+25
New +$2.9K ﹤0.01% 692

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

Caldwell Sutter Capital's SJM Position: Q2 2026 in Review

Caldwell Sutter Capital increased its J.M. Smucker (SJM) stake by 32% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,254 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #265.

Caldwell Sutter Capital first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Caldwell Sutter Capital held 1,254 shares of J.M. Smucker worth $141K as of Q2 2026.
  • Caldwell Sutter Capital bought 302 J.M. Smucker shares in Q2 2026, an estimated $30.8K.
  • J.M. Smucker made up 0.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #265 holding.
  • Caldwell Sutter Capital first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.