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
Q4 		– Sell
-4,900
Closed -$532K – 2005
2025
Q3 		$532K Buy
4,900
+2,100
+75% +$228K ﹤0.01% 1335
2025
Q2 		$275K Sell
2,800
-2,600
-48% -$286K ﹤0.01% 1424
2025
Q1 		$639K Sell
5,400
-14,700
-73% -$1.59M ﹤0.01% 1017
2024
Q4 		$2.21M Buy
20,100
+2,200
+12% +$253K 0.01% 818
2024
Q3 		$2.17M Buy
17,900
+400
+2% +$47.1K 0.01% 709
2024
Q2 		$1.91M Buy
17,500
+1,300
+8% +$147K 0.01% 738
2024
Q1 		$2.04M Buy
16,200
+1,000
+7% +$127K 0.01% 772
2023
Q4 		$1.92M Buy
15,200
+7,600
+100% +$881K 0.01% 816
2023
Q3 		$934K Buy
7,600
+3,500
+85% +$497K ﹤0.01% 1003
2023
Q2 		$605K Buy
4,100
+2,300
+128% +$351K ﹤0.01% 1074
2023
Q1 		$283K Buy
+1,800
New +$273K ﹤0.01% 1184
2022
Q2 		– Sell
-8,500
Closed -$1.15M – 2092
2022
Q1 		$1.15M Sell
8,500
-22,600
-73% -$3.08M ﹤0.01% 1262
2021
Q4 		$4.22M Sell
31,100
-15,200
-33% -$1.94M 0.01% 875
2021
Q3 		$5.56M Buy
46,300
+34,800
+303% +$4.42M 0.01% 824
2021
Q2 		$1.49M Buy
11,500
+5,800
+102% +$770K ﹤0.01% 1121
2021
Q1 		$721K Sell
5,700
-14,400
-72% -$1.7M ﹤0.01% 1195
2020
Q4 		$2.32M Sell
20,100
-24,300
-55% -$2.82M 0.01% 830
2020
Q3 		$5.13M Buy
44,400
+10,500
+31% +$1.17M 0.03% 508
2020
Q2 		$3.59M Buy
33,900
+14,800
+77% +$1.66M 0.02% 526
2020
Q1 		$2.12M Sell
19,100
-22,200
-54% -$2.37M 0.03% 497
2019
Q4 		$4.3M Buy
41,300
+7,900
+24% +$836K 0.02% 612
2019
Q3 		$3.67M Buy
33,400
+4,500
+16% +$502K 0.03% 547
2019
Q2 		$3.33M Buy
28,900
+11,000
+61% +$1.34M 0.02% 582
2019
Q1 		$2.08M Buy
17,900
+7,900
+79% +$826K 0.02% 588
2018
Q4 		$935K Buy
10,000
+5,500
+122% +$574K 0.01% 635
2018
Q3 		$462K Buy
+4,500
New +$491K 0.01% 821

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.