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Catalyst Funds Management’s J.M. Smucker SJM Stock Holding History

Catalyst Funds Management’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
-13,500
Closed -$1.3M – 863
2026
Q1 		$1.3M Buy
+13,500
New +$1.41M 0.22% 129
2024
Q3 		– Sell
-4,100
Closed -$447K – 1576
2024
Q2 		$447K Buy
4,100
+3,300
+413% +$373K 0.12% 116
2024
Q1 		$101K Buy
+800
New +$101K 0.03% 392

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

Catalyst Funds Management's SJM Position: Q2 2026 in Review

Catalyst Funds Management sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 13,500 shares — an estimated $1.3M sold.

Catalyst Funds Management first reported a position in SJM in Q1 2024 and held it in 3 quarters. The position peaked at $1.3M in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Catalyst Funds Management reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 13,500 J.M. Smucker shares in Q2 2026, an estimated $1.3M.
  • Catalyst Funds Management first reported a position in J.M. Smucker in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's J.M. Smucker position peaked at $1.3M in Q1 2026.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.