Citigroup
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Citigroup’s J.M. Smucker SJM Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-2,600
Closed -$301K – 7251
2020
Q4 		$301K Hold
2,600
– – ﹤0.01% 4657
2020
Q3 		$300K Hold
2,600
– – ﹤0.01% 4285
2020
Q2 		$275K Sell
2,600
-10,900
-81% -$1.22M ﹤0.01% 4769
2020
Q1 		$1.5M Sell
13,500
-1,900
-12% -$203K ﹤0.01% 2774
2019
Q4 		$1.6M Buy
15,400
+3,000
+24% +$318K ﹤0.01% 3245
2019
Q3 		$1.36M Buy
12,400
+1,000
+9% +$111K ﹤0.01% 3297
2019
Q2 		$1.31M Buy
11,400
+4,400
+63% +$537K ﹤0.01% 3313
2019
Q1 		$816K Sell
7,000
-600
-8% -$62.7K ﹤0.01% 3631
2018
Q4 		$711K Buy
7,600
+400
+6% +$41.8K ﹤0.01% 3749
2018
Q3 		$739K Sell
7,200
-35,900
-83% -$3.92M ﹤0.01% 3824
2018
Q2 		$4.63M Buy
43,100
+36,800
+584% +$4.13M ﹤0.01% 1905
2018
Q1 		$781K Sell
6,300
-1,000
-14% -$125K ﹤0.01% 3501
2017
Q4 		$907K Sell
7,300
-26,600
-78% -$2.96M ﹤0.01% 3427
2017
Q3 		$3.56M Buy
33,900
+28,300
+505% +$3.23M ﹤0.01% 2067
2017
Q2 		$663K Buy
5,600
+5,200
+1,300% +$657K ﹤0.01% 3728
2017
Q1 		$52K Buy
400
+200
+100% +$27.2K ﹤0.01% 5669
2016
Q4 		$26K Buy
200
+100
+100% +$13K ﹤0.01% 6429
2016
Q3 		$14K Buy
+100
New +$14.7K ﹤0.01% 6387

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Citigroup's SJM Position: Q3 2026 in Review

Citigroup increased its J.M. Smucker (SJM) stake by 11% in Q3 2026, buying an estimated $2.48M and bringing the position to 208,102 shares worth $24.7M. The position accounts for 0.01% of the portfolio, ranked #1077.

Citigroup first reported a position in SJM in Q2 2013 and has held it in 54 quarters since. The position peaked at $35.6M in Q2 2023. 574 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Citigroup held 208,102 shares of J.M. Smucker worth $24.7M as of Q3 2026.
  • Citigroup bought 20,634 J.M. Smucker shares in Q3 2026, an estimated $2.48M.
  • J.M. Smucker made up 0.01% of Citigroup's portfolio in Q3 2026, its #1077 holding.
  • Citigroup first reported a position in J.M. Smucker in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's J.M. Smucker position peaked at $35.6M in Q2 2023.
  • 574 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.