Cerity Partners
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Cerity Partners’s J.M. Smucker SJM Stock Holding History

Cerity Partners’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 		$14.6M Buy
129,378
+35,410
+38% +$3.61M 0.02% 588
2026
Q1 		$9.06M Sell
93,968
-23,234
-20% -$2.43M 0.01% 746
2025
Q4 		$11.5M Sell
117,202
-12,466
-10% -$1.29M 0.02% 591
2025
Q3 		$14.1M Buy
129,668
+383
+0.3% +$41.6K 0.02% 468
2025
Q2 		$12.7M Buy
129,285
+11,513
+10% +$1.27M 0.02% 460
2025
Q1 		$13.9M Buy
117,772
+15,824
+16% +$1.71M 0.03% 414
2024
Q4 		$11.3M Sell
101,948
-905
-0.9% -$104K 0.02% 449
2024
Q3 		$12.5M Buy
102,853
+6,087
+6% +$717K 0.03% 432
2024
Q2 		$10.6M Sell
96,766
-2,322
-2% -$263K 0.03% 403
2024
Q1 		$11.8M Buy
99,088
+11,461
+13% +$1.45M 0.03% 410
2023
Q4 		$11.1M Buy
87,627
+36,867
+73% +$4.27M 0.04% 353
2023
Q3 		$6.24M Sell
50,760
-2,095
-4% -$298K 0.03% 380
2023
Q2 		$7.81M Buy
52,855
+13,992
+36% +$2.13M 0.03% 397
2023
Q1 		$6.12M Buy
38,863
+24,314
+167% +$3.69M 0.01% 453
2022
Q4 		$2.31M Buy
14,549
+11,898
+449% +$1.77M 0.01% 503
2022
Q3 		$364K Buy
2,651
+106
+4% +$14.4K ﹤0.01% 826
2022
Q2 		$326K Buy
+2,545
New +$339K ﹤0.01% 877
2022
Q1 		– Sell
-1,949
Closed -$264K – 1091
2021
Q4 		$264K Buy
+1,949
New +$249K ﹤0.01% 822
2018
Q2 		– Sell
-2,122
Closed -$263K – 579
2018
Q1 		$263K Buy
+2,122
New +$265K 0.02% 459
2017
Q4 		– Sell
-1,957
Closed -$205K – 592
2017
Q3 		$205K Sell
1,957
-53,837
-96% -$6.15M 0.01% 535
2017
Q2 		$922K Buy
55,794
+54,046
+3,092% +$6.83M 0.08% 178
2017
Q1 		$229K Buy
+1,748
New +$238K 0.02% 394

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

Cerity Partners's SJM Position: Q2 2026 in Review

Cerity Partners increased its J.M. Smucker (SJM) stake by 38% in Q2 2026, buying an estimated $3.61M and bringing the position to 129,378 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #588.

Cerity Partners first reported a position in SJM in Q1 2017 and has held it in 22 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Cerity Partners held 129,378 shares of J.M. Smucker worth $14.6M as of Q2 2026.
  • Cerity Partners bought 35,410 J.M. Smucker shares in Q2 2026, an estimated $3.61M.
  • J.M. Smucker made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #588 holding.
  • Cerity Partners first reported a position in J.M. Smucker in Q1 2017 and has held it in 22 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.