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

Clearstead 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	$13.5K	Buy	120 +89	+287%	+$9.06K	﹤0.01%	552
2026 Q1	$2.99K	Sell	31 -9	-23%	-$942	﹤0.01%	839
2025 Q4	$3.91K	Sell	40 -29	-42%	-$3K	﹤0.01%	807
2025 Q3	$7.49K	Sell	69 -29	-30%	-$3.15K	﹤0.01%	657
2025 Q2	$9.62K	Buy	98 +77	+367%	+$8.47K	﹤0.01%	600
2025 Q1	$2.49K	Buy	+21	New	+$2.27K	﹤0.01%	736
2023 Q4	–	Sell	-1,644	Closed	-$202K	–	464
2023 Q3	$202K	Hold	1,644	–	–	0.07%	122
2023 Q2	$243K	Hold	1,644	–	–	0.08%	112
2023 Q1	$259K	Hold	1,644	–	–	0.08%	115
2022 Q4	$260K	Buy	1,644 +11	+0.7%	+$1.64K	0.09%	113
2022 Q3	$224K	Buy	+1,633	New	+$223K	0.08%	117
2021 Q1	–	Sell	-50	Closed	-$6K	–	156
2020 Q4	$6K	Hold	50	–	–	﹤0.01%	164
2020 Q3	$6K	Buy	+50	New	+$5.57K	﹤0.01%	141
2017 Q4	–	Sell	-600	Closed	-$63K	–	223
2017 Q3	$63K	Hold	600	–	–	0.05%	155
2017 Q2	$71K	Buy	+600	New	+$75.8K	0.06%	142

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

Clearstead Trust's SJM Position: Q2 2026 in Review

Clearstead Trust increased its J.M. Smucker (SJM) stake by 287% in Q2 2026, buying an estimated $9.06K and bringing the position to 120 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Clearstead Trust first reported a position in SJM in Q2 2017 and has held it in 15 quarters since. The position peaked at $260K in Q4 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Clearstead Trust held 120 shares of J.M. Smucker worth $13.5K as of Q2 2026.
Clearstead Trust bought 89 J.M. Smucker shares in Q2 2026, an estimated $9.06K.
J.M. Smucker made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #552 holding.
Clearstead Trust first reported a position in J.M. Smucker in Q2 2017 and has held it in 15 quarters since.
Clearstead Trust's J.M. Smucker position peaked at $260K in Q4 2022.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.