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DAGCO Inc’s J.M. Smucker SJM Stock Holding History

DAGCO Inc’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 		– Sell
-33
Closed -$3.18K – 302
2026
Q1 		$3.18K Hold
33
– – ﹤0.01% 333
2025
Q4 		$3.23K Hold
33
– – ﹤0.01% 344
2025
Q3 		$3.58K Hold
33
– – ﹤0.01% 325
2025
Q2 		$3.24K Hold
33
– – ﹤0.01% 318
2025
Q1 		$3.91K Buy
+33
New +$3.56K ﹤0.01% 299
2024
Q4 		– Sell
-200
Closed -$24.2K – 183
2024
Q3 		$24.2K Hold
200
– – 0.01% 161
2024
Q2 		$21.8K Hold
200
– – 0.01% 162
2024
Q1 		$25.2K Buy
+200
New +$25.3K 0.01% 150

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

DAGCO Inc's SJM Position: Q2 2026 in Review

DAGCO Inc sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 33 shares — an estimated $3.18K sold.

DAGCO Inc first reported a position in SJM in Q1 2024 and held it in 8 quarters. The position peaked at $25.2K in Q1 2024. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • DAGCO Inc reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 33 J.M. Smucker shares in Q2 2026, an estimated $3.18K.
  • DAGCO Inc first reported a position in J.M. Smucker in Q1 2024 and held it in 8 quarters.
  • DAGCO Inc's J.M. Smucker position peaked at $25.2K in Q1 2024.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.