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CVA Family Office’s J.M. Smucker SJM Stock Holding History

CVA Family Office’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 		$18.8K Buy
167
+17
+11% +$1.73K ﹤0.01% 835
2026
Q1 		$14.5K Buy
+150
New +$15.7K ﹤0.01% 891
2025
Q1 		– Sell
-38
Closed -$4.18K – 1460
2024
Q4 		$4.18K Sell
38
-165
-81% -$19K ﹤0.01% 898
2024
Q3 		$24.6K Buy
203
+20
+11% +$2.36K ﹤0.01% 622
2024
Q2 		$20K Buy
183
+173
+1,730% +$19.6K ﹤0.01% 636
2024
Q1 		$1.26K Buy
+10
New +$1.27K ﹤0.01% 981
2023
Q2 		– Sell
-5
Closed -$787 – 1062
2023
Q1 		$787 Buy
+5
New +$759 ﹤0.01% 919
2021
Q3 		– Sell
-35
Closed -$5K – 798
2021
Q2 		$5K Buy
35
+15
+75% +$1.99K ﹤0.01% 774
2021
Q1 		$3K Buy
+20
New +$2.36K ﹤0.01% 686

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 40.91% 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

CVA Family Office's SJM Position: Q2 2026 in Review

CVA Family Office increased its J.M. Smucker (SJM) stake by 11% in Q2 2026, buying an estimated $1.73K and bringing the position to 167 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

CVA Family Office first reported a position in SJM in Q1 2021 and has held it in 9 quarters since. The position peaked at $24.6K in Q3 2024. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • CVA Family Office held 167 shares of J.M. Smucker worth $18.8K as of Q2 2026.
  • CVA Family Office bought 17 J.M. Smucker shares in Q2 2026, an estimated $1.73K.
  • J.M. Smucker made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #835 holding.
  • CVA Family Office first reported a position in J.M. Smucker in Q1 2021 and has held it in 9 quarters since.
  • CVA Family Office's J.M. Smucker position peaked at $24.6K in Q3 2024.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.