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Copley Financial Group’s J.M. Smucker SJM Stock Holding History

Copley Financial Group’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 		$247K Sell
2,194
-1,332
-38% -$136K 0.15% 100
2026
Q1 		$340K Sell
3,526
-206
-6% -$21.6K 0.21% 85
2025
Q4 		$365K Sell
3,732
-147
-4% -$15.2K 0.23% 84
2025
Q3 		$421K Buy
+3,879
New +$421K 0.29% 63

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

Copley Financial Group's SJM Position: Q2 2026 in Review

Copley Financial Group reduced its J.M. Smucker (SJM) stake by 38% in Q2 2026, selling an estimated $136K and leaving 2,194 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #100.

Copley Financial Group first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. The position peaked at $421K in Q3 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Copley Financial Group held 2,194 shares of J.M. Smucker worth $247K as of Q2 2026.
  • Copley Financial Group sold 1,332 J.M. Smucker shares in Q2 2026, an estimated $136K.
  • J.M. Smucker made up 0.15% of Copley Financial Group's portfolio in Q2 2026, its #100 holding.
  • Copley Financial Group first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • Copley Financial Group's J.M. Smucker position peaked at $421K in Q3 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.