DT Investment Partners’s J.M. Smucker SJM Stock Holding History

DT Investment Partners’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	$4.28K	Sell	38 -23	-38%	-$2.34K	﹤0.01%	453
2026 Q1	$5.88K	Hold	61	–	–	﹤0.01%	440
2025 Q4	$5.97K	Hold	61	–	–	﹤0.01%	470
2025 Q3	$6.63K	Hold	61	–	–	﹤0.01%	452
2025 Q2	$5.99K	Sell	61 -92	-60%	-$10.1K	﹤0.01%	452
2025 Q1	$18.1K	Hold	153	–	–	﹤0.01%	333
2024 Q4	$16.8K	Hold	153	–	–	﹤0.01%	347
2024 Q3	$18.5K	Hold	153	–	–	﹤0.01%	365
2024 Q2	$16.7K	Hold	153	–	–	﹤0.01%	334
2024 Q1	$19.3K	Hold	153	–	–	﹤0.01%	292
2023 Q4	$20.3K	Hold	153	–	–	﹤0.01%	279
2023 Q3	$18.8K	Hold	153	–	–	﹤0.01%	264
2023 Q2	$22.9K	Hold	153	–	–	﹤0.01%	257
2023 Q1	$24K	Hold	153	–	–	﹤0.01%	251
2022 Q4	$24.2K	Hold	153	–	–	﹤0.01%	249
2022 Q3	$21K	Buy	+153	New	+$20.8K	﹤0.01%	248

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DT Investment Partners's SJM Position: Q2 2026 in Review

DT Investment Partners reduced its J.M. Smucker (SJM) stake by 38% in Q2 2026, selling an estimated $2.34K and leaving 38 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

DT Investment Partners first reported a position in SJM in Q3 2022 and has held it in 16 quarters since. The position peaked at $24.2K in Q4 2022. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

DT Investment Partners held 38 shares of J.M. Smucker worth $4.28K as of Q2 2026.
DT Investment Partners sold 23 J.M. Smucker shares in Q2 2026, an estimated $2.34K.
J.M. Smucker made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #453 holding.
DT Investment Partners first reported a position in J.M. Smucker in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's J.M. Smucker position peaked at $24.2K in Q4 2022.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.