Clayton Financial Group’s J.M. Smucker SJM Stock Holding History

Clayton Financial Group’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	–	Sell	-18	Closed	-$1.74K	–	482
2026 Q1	$1.74K	Buy	18 +12	+200%	+$1.26K	﹤0.01%	495
2025 Q4	$587	Buy	+6	New	+$620	﹤0.01%	581

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 $3.37T AUM 44.26% 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

Clayton Financial Group's SJM Position: Q2 2026 in Review

Clayton Financial Group sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 18 shares — an estimated $1.74K sold.

Clayton Financial Group first reported a position in SJM in Q4 2025 and held it in 2 quarters. The position peaked at $1.74K in Q1 2026. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Clayton Financial Group reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 18 J.M. Smucker shares in Q2 2026, an estimated $1.74K.
Clayton Financial Group first reported a position in J.M. Smucker in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's J.M. Smucker position peaked at $1.74K in Q1 2026.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.