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Concentric Capital Strategies’s J.M. Smucker SJM Stock Holding History

Concentric Capital Strategies’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
-13,742
Closed -$1.4M – 405
2026
Q1 		$1.33M Buy
13,742
+5,070
+58% +$531K 0.11% 128
2025
Q4 		$848K Buy
+8,672
New +$896K 0.04% 218

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 40.91% 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

Concentric Capital Strategies's SJM Position: Q2 2026 in Review

Concentric Capital Strategies sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 13,742 shares — an estimated $1.4M sold.

Concentric Capital Strategies first reported a position in SJM in Q4 2025 and held it in 2 quarters. The position peaked at $1.33M in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Concentric Capital Strategies reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Concentric Capital Strategies sold 13,742 J.M. Smucker shares in Q2 2026, an estimated $1.4M.
  • Concentric Capital Strategies first reported a position in J.M. Smucker in Q4 2025 and held it in 2 quarters.
  • Concentric Capital Strategies's J.M. Smucker position peaked at $1.33M in Q1 2026.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Concentric Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.