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Edgestream Partners’s J.M. Smucker SJM Stock Holding History

Edgestream 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 		– Sell
-55,702
Closed -$5.37M – 1114
2026
Q1 		$5.37M Buy
55,702
+37,773
+211% +$3.96M 0.18% 213
2025
Q4 		$1.75M Sell
17,929
-2,305
-11% -$238K 0.05% 567
2025
Q3 		$2.2M Buy
+20,234
New +$2.2M 0.06% 505
2025
Q2 		– Sell
-10,455
Closed -$1.24M – 1044
2025
Q1 		$1.24M Sell
10,455
-26,837
-72% -$2.9M 0.04% 574
2024
Q4 		$4.11M Buy
37,292
+24,911
+201% +$2.87M 0.17% 210
2024
Q3 		$1.5M Sell
12,381
-15,663
-56% -$1.85M 0.07% 483
2024
Q2 		$3.06M Buy
28,044
+11,862
+73% +$1.34M 0.15% 232
2024
Q1 		$2.04M Buy
16,182
+13,131
+430% +$1.66M 0.1% 333
2023
Q4 		$386K Buy
+3,051
New +$354K 0.03% 664
2023
Q3 		– Sell
-7,392
Closed -$1.09M – 957
2023
Q2 		$1.09M Buy
+7,392
New +$1.13M 0.1% 343
2023
Q1 		– Sell
-3,354
Closed -$531K – 637
2022
Q4 		$531K Buy
+3,354
New +$500K 0.06% 354
2022
Q3 		– Sell
-12,265
Closed -$1.57M – 595
2022
Q2 		$1.57M Buy
12,265
+3,873
+46% +$517K 0.12% 249
2022
Q1 		$1.14M Buy
+8,392
New +$1.14M 0.09% 309
2020
Q1 		– Sell
-7,854
Closed -$818K – 369
2019
Q4 		$818K Buy
+7,854
New +$831K 0.04% 248
2019
Q1 		– Sell
-9,797
Closed -$916K – 287
2018
Q4 		$916K Buy
+9,797
New +$1.02M 0.16% 142

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

Edgestream Partners's SJM Position: Q2 2026 in Review

Edgestream Partners sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 55,702 shares — an estimated $5.37M sold.

Edgestream Partners first reported a position in SJM in Q4 2018 and held it in 15 quarters. The position peaked at $5.37M in Q1 2026. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Edgestream Partners reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 55,702 J.M. Smucker shares in Q2 2026, an estimated $5.37M.
  • Edgestream Partners first reported a position in J.M. Smucker in Q4 2018 and held it in 15 quarters.
  • Edgestream Partners's J.M. Smucker position peaked at $5.37M in Q1 2026.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.