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Covestor’s J.M. Smucker SJM Stock Holding History

Covestor’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 		$7K Buy
61
+1
+2% +$102 ﹤0.01% 1803
2026
Q1 		$6K Sell
60
-44
-42% -$4.61K ﹤0.01% 1750
2025
Q4 		$10K Sell
104
-14
-12% -$1.45K 0.01% 1592
2025
Q3 		$13K Buy
118
+3
+3% +$326 0.01% 1472
2025
Q2 		$11K Sell
115
-5
-4% -$550 0.01% 1556
2025
Q1 		$14K Buy
120
+2
+2% +$216 0.01% 1320
2024
Q4 		$13K Buy
118
+2
+2% +$230 0.01% 1403
2024
Q3 		$14K Buy
116
+10
+9% +$1.18K 0.01% 1366
2024
Q2 		$12K Sell
106
-948
-90% -$107K 0.01% 1430
2024
Q1 		$133K Sell
1,054
-39
-4% -$4.94K 0.08% 344
2023
Q4 		$138K Buy
1,093
+92
+9% +$10.7K 0.09% 298
2023
Q3 		$123K Buy
1,001
+898
+872% +$128K 0.09% 310
2023
Q2 		$15K Sell
103
-1
-1% -$153 0.01% 1266
2023
Q1 		$16K Buy
104
+1
+1% +$152 0.01% 1098
2022
Q4 		$16K Sell
103
-14
-12% -$2.09K 0.01% 1114
2022
Q3 		$16K Sell
117
-1,053
-90% -$143K 0.01% 1073
2022
Q2 		$150K Sell
1,170
-93
-7% -$12.4K 0.12% 204
2022
Q1 		$171K Buy
1,263
+461
+57% +$62.8K 0.11% 210
2021
Q4 		$109K Buy
+802
New +$102K 0.15% 132

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Covestor's SJM Position: Q2 2026 in Review

Covestor increased its J.M. Smucker (SJM) stake by 1.7% in Q2 2026, buying an estimated $102 and bringing the position to 61 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Covestor first reported a position in SJM in Q4 2021 and has held it in 19 quarters since. The position peaked at $171K in Q1 2022. 597 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Covestor held 61 shares of J.M. Smucker worth $7K as of Q2 2026.
  • Covestor bought 1 J.M. Smucker share in Q2 2026, an estimated $102.
  • J.M. Smucker made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1803 holding.
  • Covestor first reported a position in J.M. Smucker in Q4 2021 and has held it in 19 quarters since.
  • Covestor's J.M. Smucker position peaked at $171K in Q1 2022.
  • 597 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.