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Concurrent Investment Advisors’s J.M. Smucker SJM Stock Holding History

Concurrent Investment Advisors’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 		$235K Buy
+2,091
New +$213K ﹤0.01% 1848
2026
Q1 		– Sell
-2,262
Closed -$221K – 2039
2025
Q4 		$221K Buy
+2,262
New +$234K ﹤0.01% 1580
2025
Q2 		– Sell
-15,047
Closed -$1.78M – 1464
2025
Q1 		$1.78M Buy
15,047
+1,512
+11% +$163K 0.04% 391
2024
Q4 		$1.49M Buy
13,535
+45
+0.3% +$5.18K 0.04% 394
2024
Q3 		$1.63M Buy
13,490
+2,103
+18% +$248K 0.05% 361
2024
Q2 		$1.24M Buy
11,387
+1,677
+17% +$190K 0.04% 381
2024
Q1 		$1.22M Buy
9,710
+1,210
+14% +$153K 0.05% 340
2023
Q4 		$1.07M Buy
+8,500
New +$985K 0.05% 327

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

Concurrent Investment Advisors's SJM Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,091 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1848 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in SJM as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in SJM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.78M in Q1 2025. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Concurrent Investment Advisors held 2,091 shares of J.M. Smucker worth $235K as of Q2 2026.
  • J.M. Smucker was a new Concurrent Investment Advisors position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1848 holding.
  • Concurrent Investment Advisors first reported a position in J.M. Smucker in Q4 2023 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's J.M. Smucker position peaked at $1.78M in Q1 2025.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.