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Columbia Asset Management’s J.M. Smucker SJM Stock Holding History

Columbia Asset Management’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 		$292K Buy
2,595
+50
+2% +$5.09K 0.05% 148
2026
Q1 		$245K Buy
2,545
+40
+2% +$4.19K 0.05% 157
2025
Q4 		$245K Sell
2,505
-625
-20% -$64.6K 0.04% 155
2025
Q3 		$340K Buy
3,130
+135
+5% +$14.7K 0.06% 135
2025
Q2 		$294K Buy
2,995
+738
+33% +$81.1K 0.06% 139
2025
Q1 		$267K Buy
2,257
+200
+10% +$21.6K 0.05% 171
2024
Q4 		$227K Buy
+2,057
New +$237K 0.04% 192

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

Columbia Asset Management's SJM Position: Q2 2026 in Review

Columbia Asset Management increased its J.M. Smucker (SJM) stake by 2% in Q2 2026, buying an estimated $5.09K and bringing the position to 2,595 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #148.

Columbia Asset Management first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. The position peaked at $340K in Q3 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Columbia Asset Management held 2,595 shares of J.M. Smucker worth $292K as of Q2 2026.
  • Columbia Asset Management bought 50 J.M. Smucker shares in Q2 2026, an estimated $5.09K.
  • J.M. Smucker made up 0.05% of Columbia Asset Management's portfolio in Q2 2026, its #148 holding.
  • Columbia Asset Management first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
  • Columbia Asset Management's J.M. Smucker position peaked at $340K in Q3 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.