Costello Asset Management’s J.M. Smucker SJM Stock Holding History

Costello Asset 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	$49K	Buy	436 +3	+0.7%	+$306	0.01%	252
2026 Q1	$41.8K	Buy	433 +2	+0.5%	+$209	0.01%	257
2025 Q4	$42.2K	Buy	431 +1	+0.2%	+$103	0.01%	257
2025 Q3	$46.6K	Buy	430 +3	+0.7%	+$326	0.02%	251
2025 Q2	$42K	Buy	427 +1	+0.2%	+$110	0.02%	258
2025 Q1	$50.5K	Buy	+426	New	+$46K	0.02%	224
2021 Q3	–	Sell	-100	Closed	-$13K	–	239
2021 Q2	$13K	Hold	100	–	–	0.01%	165
2021 Q1	$13K	Hold	100	–	–	0.01%	177
2020 Q4	$12K	Hold	100	–	–	0.01%	171
2020 Q3	$12K	Sell	100 -80	-44%	-$8.92K	0.01%	153
2020 Q2	$19K	Buy	+180	New	+$20.2K	0.02%	127

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Costello Asset Management's SJM Position: Q2 2026 in Review

Costello Asset Management increased its J.M. Smucker (SJM) stake by 0.69% in Q2 2026, buying an estimated $306 and bringing the position to 436 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #252.

Costello Asset Management first reported a position in SJM in Q2 2020 and has held it in 11 quarters since. The position peaked at $50.5K in Q1 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Costello Asset Management held 436 shares of J.M. Smucker worth $49K as of Q2 2026.
Costello Asset Management bought 3 J.M. Smucker shares in Q2 2026, an estimated $306.
J.M. Smucker made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #252 holding.
Costello Asset Management first reported a position in J.M. Smucker in Q2 2020 and has held it in 11 quarters since.
Costello Asset Management's J.M. Smucker position peaked at $50.5K in Q1 2025.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.