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Coppell Advisory Solutions’s J.M. Smucker SJM Stock Holding History

Coppell Advisory Solutions’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 		$4.83M Buy
+47
New +$4.79K 0.4% 51
2025
Q1 		– Sell
-29
Closed -$3.19K – 1592
2024
Q4 		$3.19K Hold
29
– – ﹤0.01% 1441
2024
Q3 		$3.51K Sell
29
-418
-94% -$49.2K ﹤0.01% 1332
2024
Q2 		$48.7K Buy
+447
New +$50.6K 0.01% 502
2023
Q4 		$3.67K Hold
29
– – ﹤0.01% 1175
2023
Q3 		$4.59K Hold
29
– – ﹤0.01% 727
2023
Q2 		$4.25K Buy
+29
New +$4.42K ﹤0.01% 882
2023
Q1 		– Sell
-29
Closed -$4.59K – 923
2022
Q4 		$4.59K Buy
+29
New +$4.32K ﹤0.01% 730

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

Coppell Advisory Solutions's SJM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in J.M. Smucker (SJM) in Q2 2026: 47 shares worth $4.83M. The stake represents 0.4% of the portfolio and ranks #51 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SJM as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in SJM in Q4 2022 and has held it in 8 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Coppell Advisory Solutions held 47 shares of J.M. Smucker worth $4.83M as of Q2 2026.
  • J.M. Smucker was a new Coppell Advisory Solutions position in Q2 2026.
  • J.M. Smucker made up 0.4% of Coppell Advisory Solutions's portfolio in Q2 2026, its #51 holding.
  • Coppell Advisory Solutions first reported a position in J.M. Smucker in Q4 2022 and has held it in 8 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.