Chevy Chase Trust
SJM icon

Chevy Chase Trust’s J.M. Smucker SJM Stock Holding History

Chevy Chase Trust’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 		$5.9M Sell
52,467
-1,112
-2% -$113K 0.02% 491
2026
Q1 		$5.17M Sell
53,579
-1,546
-3% -$162K 0.01% 503
2025
Q4 		$5.39M Sell
55,125
-245
-0.4% -$25.3K 0.01% 507
2025
Q3 		$6.01M Sell
55,370
-1,772
-3% -$192K 0.02% 480
2025
Q2 		$5.61M Buy
57,142
+297
+0.5% +$32.7K 0.02% 494
2025
Q1 		$6.73M Sell
56,845
-23
-0% -$2.48K 0.02% 469
2024
Q4 		$6.26M Sell
56,868
-1,228
-2% -$141K 0.02% 482
2024
Q3 		$7.04M Sell
58,096
-931
-2% -$110K 0.02% 470
2024
Q2 		$6.44M Sell
59,027
-882
-1% -$99.8K 0.02% 468
2024
Q1 		$7.54M Sell
59,909
-483
-0.8% -$61.2K 0.02% 454
2023
Q4 		$7.63M Buy
60,392
+1,989
+3% +$230K 0.03% 445
2023
Q3 		$7.18M Sell
58,403
-3,913
-6% -$556K 0.03% 432
2023
Q2 		$9.2M Sell
62,316
-616
-1% -$94K 0.03% 393
2023
Q1 		$9.9M Buy
62,932
+716
+1% +$109K 0.04% 379
2022
Q4 		$9.86M Sell
62,216
-3,781
-6% -$563K 0.04% 374
2022
Q3 		$9.07M Sell
65,997
-433
-0.7% -$59K 0.04% 385
2022
Q2 		$8.5M Buy
66,430
+348
+0.5% +$46.4K 0.04% 408
2022
Q1 		$8.95M Buy
66,082
+165
+0.3% +$22.5K 0.03% 439
2021
Q4 		$8.95M Sell
65,917
-1,662
-2% -$212K 0.03% 447
2021
Q3 		$8.11M Sell
67,579
-3,339
-5% -$424K 0.03% 445
2021
Q2 		$9.19M Sell
70,918
-3,640
-5% -$483K 0.03% 434
2021
Q1 		$9.43M Sell
74,558
-8,504
-10% -$1M 0.03% 428
2020
Q4 		$9.6M Sell
83,062
-2,533
-3% -$294K 0.03% 417
2020
Q3 		$9.89M Sell
85,595
-7,197
-8% -$802K 0.04% 372
2020
Q2 		$9.82M Sell
92,792
-5,169
-5% -$581K 0.04% 373
2020
Q1 		$10.9M Buy
97,961
+1,647
+2% +$176K 0.05% 318
2019
Q4 		$10M Buy
96,314
+68
+0.1% +$7.2K 0.04% 419
2019
Q3 		$10.6M Buy
96,246
+285
+0.3% +$31.8K 0.04% 388
2019
Q2 		$11.1M Buy
95,961
+87
+0.1% +$10.6K 0.05% 380
2019
Q1 		$11.7M Buy
95,874
+1,271
+1% +$133K 0.05% 367
2018
Q4 		$8.84M Buy
94,603
+234
+0.2% +$24.4K 0.04% 407
2018
Q3 		$9.68M Sell
94,369
-2,196
-2% -$240K 0.04% 418
2018
Q2 		$10.4M Sell
96,565
-446
-0.5% -$50.1K 0.05% 407
2018
Q1 		$12M Sell
97,011
-2,417
-2% -$302K 0.05% 365
2017
Q4 		$12.4M Sell
99,428
-733
-0.7% -$81.4K 0.05% 362
2017
Q3 		$10.5M Sell
100,161
-1,236
-1% -$141K 0.05% 388
2017
Q2 		$12M Sell
101,397
-65
-0.1% -$8.21K 0.06% 344
2017
Q1 		$13.3M Buy
101,462
+2,865
+3% +$389K 0.07% 313
2016
Q4 		$12.6M Buy
98,597
+27
+0% +$3.5K 0.07% 306
2016
Q3 		$13.4M Sell
98,570
-5,047
-5% -$741K 0.07% 293
2016
Q2 		$15.8M Buy
103,617
+1,250
+1% +$166K 0.09% 259
2016
Q1 		$13.3M Buy
102,367
+3,176
+3% +$400K 0.08% 289
2015
Q4 		$12.2M Buy
99,191
+16,245
+20% +$1.94M 0.07% 294
2015
Q3 		$9.46M Buy
82,946
+5,093
+7% +$568K 0.06% 339
2015
Q2 		$8.44M Sell
77,853
-2,793
-3% -$323K 0.05% 380
2015
Q1 		$9.33M Buy
80,646
+2,714
+3% +$297K 0.06% 362
2014
Q4 		$7.87M Sell
77,932
-819
-1% -$83K 0.05% 393
2014
Q3 		$7.79M Buy
78,751
+3,405
+5% +$349K 0.05% 383
2014
Q2 		$8.03M Buy
75,346
+1,316
+2% +$132K 0.06% 371
2014
Q1 		$7.2M Sell
74,030
-4,075
-5% -$396K 0.05% 383
2013
Q4 		$8.09M Buy
78,105
+1,907
+3% +$202K 0.06% 357
2013
Q3 		$8M Buy
76,198
+432
+0.6% +$46.8K 0.07% 341
2013
Q2 		$7.82M Buy
+75,766
New +$7.71M 0.07% 326

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

Chevy Chase Trust's SJM Position: Q2 2026 in Review

Chevy Chase Trust reduced its J.M. Smucker (SJM) stake by 2.1% in Q2 2026, selling an estimated $113K and leaving 52,467 shares worth $5.9M. The position accounts for 0.02% of the portfolio, ranked #491.

Chevy Chase Trust first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.8M in Q2 2016. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Chevy Chase Trust held 52,467 shares of J.M. Smucker worth $5.9M as of Q2 2026.
  • Chevy Chase Trust sold 1,112 J.M. Smucker shares in Q2 2026, an estimated $113K.
  • J.M. Smucker made up 0.02% of Chevy Chase Trust's portfolio in Q2 2026, its #491 holding.
  • Chevy Chase Trust first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
  • Chevy Chase Trust's J.M. Smucker position peaked at $15.8M in Q2 2016.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.