Capstone Investment Advisors
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Capstone Investment Advisors’s J.M. Smucker SJM Stock Holding History

Capstone Investment Advisors’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
2025
Q2 		– Sell
-1,700
Closed -$201K – 1722
2025
Q1 		$201K Sell
1,700
-4,300
-72% -$464K ﹤0.01% 1274
2024
Q4 		$661K Buy
6,000
+600
+11% +$69K ﹤0.01% 1216
2024
Q3 		$654K Buy
5,400
+400
+8% +$47.1K ﹤0.01% 1112
2024
Q2 		$545K Buy
5,000
+700
+16% +$79.2K ﹤0.01% 1263
2024
Q1 		$541K Buy
4,300
+200
+5% +$25.3K ﹤0.01% 1513
2023
Q4 		$518K Buy
4,100
+2,700
+193% +$313K ﹤0.01% 1327
2023
Q3 		$172K Buy
1,400
+1,000
+250% +$142K ﹤0.01% 1849
2023
Q2 		$59.1K Buy
400
+100
+33% +$15.3K ﹤0.01% 1751
2023
Q1 		$47.2K Buy
+300
New +$45.6K ﹤0.01% 1428
2022
Q2 		– Sell
-1,500
Closed -$203K – 2090
2022
Q1 		$203K Sell
1,500
-5,900
-80% -$804K ﹤0.01% 1744
2021
Q4 		$1M Sell
7,400
-3,900
-35% -$497K ﹤0.01% 1302
2021
Q3 		$1.36M Buy
11,300
+10,300
+1,030% +$1.31M ﹤0.01% 1323
2021
Q2 		$130K Sell
1,000
-2,000
-67% -$266K ﹤0.01% 1542
2021
Q1 		$380K Sell
3,000
-7,400
-71% -$874K ﹤0.01% 1331
2020
Q4 		$1.2M Sell
10,400
-5,200
-33% -$604K ﹤0.01% 1023
2020
Q3 		$1.8M Buy
15,600
+4,400
+39% +$490K 0.01% 847
2020
Q2 		$1.19M Buy
11,200
+6,600
+143% +$742K 0.01% 868
2020
Q1 		$511K Sell
4,600
-10,400
-69% -$1.11M 0.01% 884
2019
Q4 		$1.56M Buy
15,000
+2,800
+23% +$296K 0.01% 907
2019
Q3 		$1.34M Buy
12,200
+4,300
+54% +$479K 0.01% 839
2019
Q2 		$910K Buy
7,900
+2,400
+44% +$293K 0.01% 974
2019
Q1 		$641K Buy
5,500
+2,800
+104% +$293K 0.01% 942
2018
Q4 		$252K Buy
2,700
+2,200
+440% +$230K ﹤0.01% 980
2018
Q3 		$51K Buy
+500
New +$54.6K ﹤0.01% 1205

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's SJM Position: Q4 2025 in Review

Capstone Investment Advisors sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 23,888 shares — an estimated $2.59M sold.

Capstone Investment Advisors first reported a position in SJM in Q3 2015 and held it in 23 quarters. The position peaked at $4.36M in Q2 2016. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Capstone Investment Advisors reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 23,888 J.M. Smucker shares in Q4 2025, an estimated $2.59M.
  • Capstone Investment Advisors first reported a position in J.M. Smucker in Q3 2015 and held it in 23 quarters.
  • Capstone Investment Advisors's J.M. Smucker position peaked at $4.36M in Q2 2016.
  • 821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.