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Chicago Trust’s J.M. Smucker SJM Stock Holding History

Chicago 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 		$206K Buy
+1,833
New +$187K 0.03% 367
2026
Q1 		– Sell
-2,149
Closed -$210K – 402
2025
Q4 		$210K Hold
2,149
– – 0.03% 369
2025
Q3 		$233K Buy
+2,149
New +$233K 0.03% 373
2025
Q2 		– Sell
-2,146
Closed -$254K – 424
2025
Q1 		$254K Sell
2,146
-336
-14% -$36.3K 0.05% 317
2024
Q4 		$273K Sell
2,482
-22
-0.9% -$2.53K 0.05% 282
2024
Q3 		$303K Sell
2,504
-42
-2% -$4.95K 0.05% 285
2024
Q2 		$278K Sell
2,546
-2,846
-53% -$322K 0.06% 253
2024
Q1 		$679K Sell
5,392
-1,609
-23% -$204K 0.14% 147
2023
Q4 		$885K Sell
7,001
-1,468
-17% -$170K 0.2% 121
2023
Q3 		$1.04M Buy
8,469
+1,210
+17% +$172K 0.26% 100
2023
Q2 		$1.07M Buy
7,259
+146
+2% +$22.3K 0.26% 103
2023
Q1 		$1.12M Sell
7,113
-273
-4% -$41.5K 0.28% 92
2022
Q4 		$1.17M Buy
7,386
+4
+0.1% +$596 0.29% 90
2022
Q3 		$1.01M Sell
7,382
-577
-7% -$78.6K 0.26% 101
2022
Q2 		$1.02M Sell
7,959
-563
-7% -$75.1K 0.26% 103
2022
Q1 		$1.15M Sell
8,522
-2,815
-25% -$384K 0.25% 105
2021
Q4 		$1.54M Buy
11,337
+1,157
+11% +$148K 0.31% 91
2021
Q3 		$1.22M Buy
10,180
+422
+4% +$53.6K 0.27% 103
2021
Q2 		$1.26M Buy
9,758
+1,098
+13% +$146K 0.3% 97
2021
Q1 		$1.1M Buy
8,660
+852
+11% +$101K 0.38% 75
2020
Q4 		$903K Buy
+7,808
New +$908K 0.31% 93

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

Chicago Trust's SJM Position: Q2 2026 in Review

Chicago Trust opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,833 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #367 among its holdings. This is a return to the name: Chicago Trust previously reported a position in SJM as recently as Q4 2025.

Chicago Trust first reported a position in SJM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.54M in Q4 2021. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Chicago Trust held 1,833 shares of J.M. Smucker worth $206K as of Q2 2026.
  • J.M. Smucker was a new Chicago Trust position in Q2 2026.
  • J.M. Smucker made up 0.03% of Chicago Trust's portfolio in Q2 2026, its #367 holding.
  • Chicago Trust first reported a position in J.M. Smucker in Q4 2020 and has held it in 21 quarters since.
  • Chicago Trust's J.M. Smucker position peaked at $1.54M in Q4 2021.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.