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Contravisory Investment Management’s J.M. Smucker SJM Stock Holding History

Contravisory Investment 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 		– Sell
-9,613
Closed -$927K – 434
2026
Q1 		$927K Buy
+9,613
New +$1.01M 0.19% 94
2025
Q3 		– Sell
-4,399
Closed -$432K – 416
2025
Q2 		$432K Buy
+4,399
New +$484K 0.09% 179
2023
Q3 		– Sell
-3,362
Closed -$496K – 378
2023
Q2 		$496K Buy
3,362
+65
+2% +$9.91K 0.13% 108
2023
Q1 		$519K Buy
3,297
+40
+1% +$6.08K 0.15% 86
2022
Q4 		$516K Buy
3,257
+2
+0.1% +$298 0.14% 86
2022
Q3 		$447K Hold
3,255
– – 0.15% 76
2022
Q2 		$417K Hold
3,255
– – 0.14% 93
2022
Q1 		$441K Buy
+3,255
New +$444K 0.13% 106
2019
Q4 		– Sell
-2,625
Closed -$289K – 298
2019
Q3 		$289K Sell
2,625
-26
-1% -$2.9K 0.11% 119
2019
Q2 		$305K Buy
+2,651
New +$324K 0.12% 120
2017
Q1 		– Sell
-46,894
Closed -$6M – 334
2016
Q4 		$6M Sell
46,894
-1,494
-3% -$194K 2.04% 22
2016
Q3 		$6.56M Sell
48,388
-2,188
-4% -$321K 2.11% 23
2016
Q2 		$7.71M Sell
50,576
-3,713
-7% -$494K 2.37% 18
2016
Q1 		$7.05M Sell
54,289
-2,839
-5% -$358K 2.06% 23
2015
Q4 		$7.05M Buy
+57,128
New +$6.81M 1.88% 32
2014
Q1 		– Sell
-105,921
Closed -$11M – 160
2013
Q4 		$11M Sell
105,921
-448
-0.4% -$47.5K 2.11% 36
2013
Q3 		$11.2M Buy
+106,369
New +$11.5M 2.32% 29

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

Contravisory Investment Management's SJM Position: Q2 2026 in Review

Contravisory Investment Management sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 9,613 shares — an estimated $927K sold.

Contravisory Investment Management first reported a position in SJM in Q3 2013 and held it in 17 quarters. The position peaked at $11.2M in Q3 2013. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Contravisory Investment Management reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 9,613 J.M. Smucker shares in Q2 2026, an estimated $927K.
  • Contravisory Investment Management first reported a position in J.M. Smucker in Q3 2013 and held it in 17 quarters.
  • Contravisory Investment Management's J.M. Smucker position peaked at $11.2M in Q3 2013.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.