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CX Institutional’s J.M. Smucker SJM Stock Holding History

CX Institutional’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 		$284K Buy
2,526
+1,741
+222% +$177K 0.01% 655
2026
Q1 		$76K Sell
785
-413
-34% -$43.2K ﹤0.01% 900
2025
Q4 		$117K Buy
1,198
+127
+12% +$13.1K ﹤0.01% 826
2025
Q3 		$116K Buy
1,071
+621
+138% +$67.4K ﹤0.01% 803
2025
Q2 		$44K Sell
450
-1,427
-76% -$157K ﹤0.01% 876
2025
Q1 		$222K Buy
+1,877
New +$203K 0.01% 570
2022
Q3 		– Sell
-496
Closed -$64K – 1023
2022
Q2 		$64K Buy
+496
New +$66.1K ﹤0.01% 625
2021
Q4 		– Sell
-206
Closed -$25K – 809
2021
Q3 		$25K Sell
206
-5
-2% -$636 ﹤0.01% 705
2021
Q2 		$27K Buy
211
+35
+20% +$4.65K ﹤0.01% 683
2021
Q1 		$22K Buy
176
+36
+26% +$4.25K ﹤0.01% 660
2020
Q4 		$16K Buy
140
+51
+57% +$5.93K ﹤0.01% 661
2020
Q3 		$10K Buy
89
+42
+89% +$4.68K ﹤0.01% 674
2020
Q2 		$5K Buy
47
+27
+135% +$3.03K ﹤0.01% 674
2020
Q1 		$2K Buy
20
+2
+11% +$214 ﹤0.01% 690
2019
Q4 		$2K Sell
18
-16
-47% -$1.69K ﹤0.01% 684
2019
Q3 		$4K Buy
34
+3
+10% +$334 ﹤0.01% 635
2019
Q2 		$4K Buy
31
+4
+15% +$488 ﹤0.01% 665
2019
Q1 		$3K Buy
+27
New +$2.82K ﹤0.01% 648

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

CX Institutional's SJM Position: Q2 2026 in Review

CX Institutional increased its J.M. Smucker (SJM) stake by 222% in Q2 2026, buying an estimated $177K and bringing the position to 2,526 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #655.

CX Institutional first reported a position in SJM in Q1 2019 and has held it in 18 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • CX Institutional held 2,526 shares of J.M. Smucker worth $284K as of Q2 2026.
  • CX Institutional bought 1,741 J.M. Smucker shares in Q2 2026, an estimated $177K.
  • J.M. Smucker made up 0.01% of CX Institutional's portfolio in Q2 2026, its #655 holding.
  • CX Institutional first reported a position in J.M. Smucker in Q1 2019 and has held it in 18 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.