City State Bank’s J.M. Smucker SJM Stock Holding History

City State Bank’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	$2.48K	Hold	22	–	–	﹤0.01%	700
2026 Q1	$2.12K	Sell	22 -1	-4%	-$105	﹤0.01%	683
2025 Q4	$2.25K	Buy	23 +3	+15%	+$310	﹤0.01%	668
2025 Q3	$2.17K	Hold	20	–	–	﹤0.01%	659
2025 Q2	$1.96K	Hold	20	–	–	﹤0.01%	665
2025 Q1	$2.37K	Hold	20	–	–	﹤0.01%	653
2024 Q4	$2.2K	Sell	20 -16	-44%	-$1.84K	﹤0.01%	641
2024 Q3	$4.36K	Hold	36	–	–	﹤0.01%	591
2024 Q2	$3.92K	Sell	36 -12	-25%	-$1.36K	﹤0.01%	589
2024 Q1	$6K	Buy	48 +28	+140%	+$3.54K	﹤0.01%	555
2023 Q4	$3K	Hold	20	–	–	﹤0.01%	602
2023 Q3	$2K	Sell	20 -85	-81%	-$12.1K	﹤0.01%	634
2023 Q2	$16K	Buy	105 +20	+24%	+$3.05K	0.01%	415
2023 Q1	$13K	Hold	85	–	–	0.01%	434
2022 Q4	$13K	Hold	85	–	–	0.01%	415
2022 Q3	$12K	Hold	85	–	–	0.01%	411
2022 Q2	$11K	Hold	85	–	–	0.01%	421
2022 Q1	$12K	Hold	85	–	–	0.01%	443
2021 Q4	$12K	Buy	+85	New	+$10.8K	0.01%	436

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

City State Bank's SJM Position: Q2 2026 in Review

City State Bank held its J.M. Smucker (SJM) position steady in Q2 2026 at 22 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

City State Bank first reported a position in SJM in Q4 2021 and has held it in 19 quarters since. The position peaked at $16K in Q2 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

City State Bank held 22 shares of J.M. Smucker worth $2.48K as of Q2 2026.
City State Bank left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #700 holding.
City State Bank first reported a position in J.M. Smucker in Q4 2021 and has held it in 19 quarters since.
City State Bank's J.M. Smucker position peaked at $16K in Q2 2023.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.