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Dana Investment Advisors’s J.M. Smucker SJM Stock Holding History

Dana Investment Advisors’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 		$11.6M Buy
102,716
+18,202
+22% +$1.85M 0.3% 70
2026
Q1 		$8.15M Buy
+84,514
New +$8.85M 0.24% 102
2021
Q3 		– Sell
-1,932
Closed -$250K – 329
2021
Q2 		$250K Hold
1,932
– – 0.01% 298
2021
Q1 		$244K Hold
1,932
– – 0.01% 306
2020
Q4 		$223K Sell
1,932
-50
-3% -$5.81K 0.01% 284
2020
Q3 		$229K Sell
1,982
-140
-7% -$15.6K 0.01% 264
2020
Q2 		$225K Sell
2,122
-626
-23% -$70.3K 0.01% 251
2020
Q1 		$305K Sell
2,748
-401
-13% -$42.9K 0.02% 236
2019
Q4 		$328K Sell
3,149
-414
-12% -$43.8K 0.02% 252
2019
Q3 		$392K Buy
3,563
+15
+0.4% +$1.67K 0.02% 222
2019
Q2 		$409K Sell
3,548
-326
-8% -$39.8K 0.02% 223
2019
Q1 		$451K Buy
+3,874
New +$405K 0.02% 228
2018
Q4 		– Sell
-4,382
Closed -$450K – 291
2018
Q3 		$450K Sell
4,382
-193
-4% -$21.1K 0.02% 234
2018
Q2 		$492K Buy
4,575
+488
+12% +$54.8K 0.02% 224
2018
Q1 		$507K Buy
4,087
+332
+9% +$41.5K 0.02% 224
2017
Q4 		$467K Sell
3,755
-395
-10% -$43.9K 0.02% 229
2017
Q3 		$435K Sell
4,150
-69,530
-94% -$7.94M 0.02% 224
2017
Q2 		$8.72M Buy
73,680
+4,582
+7% +$579K 0.41% 69
2017
Q1 		$9.06M Sell
69,098
-282
-0.4% -$38.3K 0.42% 70
2016
Q4 		$8.88M Sell
69,380
-3,909
-5% -$507K 0.42% 75
2016
Q3 		$9.93M Buy
73,289
+53,457
+270% +$7.85M 0.48% 65
2016
Q2 		$3.02M Buy
+19,832
New +$2.64M 0.13% 126
2013
Q4 		– Sell
-4,334
Closed -$455K – 279
2013
Q3 		$455K Buy
+4,334
New +$469K 0.03% 222

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

Dana Investment Advisors's SJM Position: Q2 2026 in Review

Dana Investment Advisors increased its J.M. Smucker (SJM) stake by 22% in Q2 2026, buying an estimated $1.85M and bringing the position to 102,716 shares worth $11.6M. The position accounts for 0.3% of the portfolio, ranked #70.

Dana Investment Advisors first reported a position in SJM in Q3 2013 and has held it in 23 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Dana Investment Advisors held 102,716 shares of J.M. Smucker worth $11.6M as of Q2 2026.
  • Dana Investment Advisors bought 18,202 J.M. Smucker shares in Q2 2026, an estimated $1.85M.
  • J.M. Smucker made up 0.3% of Dana Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Dana Investment Advisors first reported a position in J.M. Smucker in Q3 2013 and has held it in 23 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.