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Caprock Group’s J.M. Smucker SJM Stock Holding History

Caprock Group’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 		$342K Buy
+3,039
New +$310K 0.01% 988
2025
Q1 		$1.11M Buy
9,336
+5,023
+116% +$542K 0.03% 433
2024
Q4 		$475K Sell
4,313
-1,084
-20% -$125K 0.02% 636
2024
Q3 		$654K Buy
5,397
+1,463
+37% +$172K 0.02% 500
2024
Q2 		$429K Buy
3,934
+246
+7% +$27.8K 0.02% 580
2024
Q1 		$464K Buy
3,688
+1,059
+40% +$134K 0.03% 436
2023
Q4 		$332K Sell
2,629
-362
-12% -$41.9K 0.02% 501
2023
Q3 		$368K Sell
2,991
-1,087
-27% -$154K 0.03% 443
2023
Q2 		$602K Buy
4,078
+746
+22% +$114K 0.04% 325
2023
Q1 		$524K Buy
3,332
+231
+7% +$35.1K 0.04% 349
2022
Q4 		$491K Buy
3,101
+437
+16% +$65.1K 0.05% 284
2022
Q3 		$366K Buy
2,664
+38
+1% +$5.18K 0.04% 357
2022
Q2 		$336K Buy
2,626
+459
+21% +$61.2K 0.03% 348
2022
Q1 		$293K Buy
2,167
+582
+37% +$79.3K 0.03% 428
2021
Q4 		$215K Buy
+1,585
New +$202K 0.02% 522
2016
Q3 		– Sell
-9,112
Closed -$1.39M – 381
2016
Q2 		$1.39M Sell
9,112
-198
-2% -$26.3K 0.34% 75
2016
Q1 		$1.21M Buy
+9,310
New +$1.17M 0.29% 79

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

Caprock Group's SJM Position: Q2 2026 in Review

Caprock Group opened a new position in J.M. Smucker (SJM) in Q2 2026: 3,039 shares worth $342K. The stake represents 0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Caprock Group previously reported a position in SJM as recently as Q1 2025.

Caprock Group first reported a position in SJM in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.39M in Q2 2016. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Caprock Group held 3,039 shares of J.M. Smucker worth $342K as of Q2 2026.
  • J.M. Smucker was a new Caprock Group position in Q2 2026.
  • J.M. Smucker made up 0.01% of Caprock Group's portfolio in Q2 2026, its #988 holding.
  • Caprock Group first reported a position in J.M. Smucker in Q1 2016 and has held it in 17 quarters since.
  • Caprock Group's J.M. Smucker position peaked at $1.39M in Q2 2016.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.