EF
SJM icon

Empirical Finance’s J.M. Smucker SJM Stock Holding History

Empirical Finance’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 		$431K Buy
3,829
+123
+3% +$12.5K 0.02% 454
2026
Q1 		$357K Sell
3,706
-3
-0.1% -$314 0.02% 445
2025
Q4 		$363K Sell
3,709
-150
-4% -$15.5K 0.02% 437
2025
Q3 		$419K Buy
3,859
+37
+1% +$4.02K 0.02% 444
2025
Q2 		$375K Buy
3,822
+26
+0.7% +$2.86K 0.02% 451
2025
Q1 		$449K Buy
3,796
+212
+6% +$22.9K 0.03% 418
2024
Q4 		$395K Sell
3,584
-32
-0.9% -$3.68K 0.02% 434
2024
Q3 		$438K Buy
3,616
+56
+2% +$6.6K 0.03% 432
2024
Q2 		$388K Sell
3,560
-133
-4% -$15K 0.02% 442
2024
Q1 		$465K Buy
3,693
+122
+3% +$15.4K 0.03% 434
2023
Q4 		$451K Sell
3,571
-154
-4% -$17.8K 0.03% 427
2023
Q3 		$458K Buy
3,725
+326
+10% +$46.3K 0.03% 406
2023
Q2 		$502K Buy
3,399
+363
+12% +$55.4K 0.04% 366
2023
Q1 		$478K Buy
3,036
+158
+5% +$24K 0.04% 361
2022
Q4 		$456K Buy
2,878
+224
+8% +$33.4K 0.05% 353
2022
Q3 		$365K Buy
2,654
+424
+19% +$57.8K 0.04% 369
2022
Q2 		$285K Buy
2,230
+306
+16% +$40.8K 0.04% 408
2022
Q1 		$261K Buy
1,924
+230
+14% +$31.3K 0.03% 436
2021
Q4 		$230K Buy
+1,694
New +$216K 0.03% 444
2017
Q1 		– Sell
-46
Closed -$6K – 494
2016
Q4 		$6K Buy
+46
New +$5.96K ﹤0.01% 506

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 40.89% 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

Empirical Finance's SJM Position: Q2 2026 in Review

Empirical Finance increased its J.M. Smucker (SJM) stake by 3.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,829 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #454.

Empirical Finance first reported a position in SJM in Q4 2016 and has held it in 20 quarters since. The position peaked at $502K in Q2 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Empirical Finance held 3,829 shares of J.M. Smucker worth $431K as of Q2 2026.
  • Empirical Finance bought 123 J.M. Smucker shares in Q2 2026, an estimated $12.5K.
  • J.M. Smucker made up 0.02% of Empirical Finance's portfolio in Q2 2026, its #454 holding.
  • Empirical Finance first reported a position in J.M. Smucker in Q4 2016 and has held it in 20 quarters since.
  • Empirical Finance's J.M. Smucker position peaked at $502K in Q2 2023.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.