Cullen Investment Group’s J.M. Smucker SJM Stock Holding History

Cullen Investment 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	$575K	Sell	5,108 -816	-14%	-$83.1K	0.07%	127
2026 Q1	$571K	Sell	5,924 -368	-6%	-$38.5K	0.08%	124
2025 Q4	$633K	Sell	6,292 -207	-3%	-$21.4K	0.08%	118
2025 Q3	$704K	Buy	6,499 +2	+0%	+$217	0.09%	111
2025 Q2	$638K	Sell	6,497 -119	-2%	-$13.1K	0.09%	118
2025 Q1	$783K	Sell	6,616 -1,114	-14%	-$120K	0.12%	116
2024 Q4	$851K	Sell	7,730 -173	-2%	-$19.9K	0.13%	116
2024 Q3	$957K	Buy	7,903 +64	+0.8%	+$7.54K	0.14%	108
2024 Q2	$855K	Buy	7,839 +65	+0.8%	+$7.36K	0.14%	109
2024 Q1	$957K	Buy	7,774 +49	+0.6%	+$6.2K	0.15%	108
2023 Q4	$976K	Buy	+7,725	New	+$895K	0.17%	101

Other funds holding SJM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CSI

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cullen Investment Group's SJM Position: Q2 2026 in Review

Cullen Investment Group reduced its J.M. Smucker (SJM) stake by 14% in Q2 2026, selling an estimated $83.1K and leaving 5,108 shares worth $575K. The position accounts for 0.07% of the portfolio, ranked #127.

Cullen Investment Group first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $976K in Q4 2023. 115 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Cullen Investment Group held 5,108 shares of J.M. Smucker worth $575K as of Q2 2026.
Cullen Investment Group sold 816 J.M. Smucker shares in Q2 2026, an estimated $83.1K.
J.M. Smucker made up 0.07% of Cullen Investment Group's portfolio in Q2 2026, its #127 holding.
Cullen Investment Group first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
Cullen Investment Group's J.M. Smucker position peaked at $976K in Q4 2023.
115 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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