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Empowered Funds’s J.M. Smucker SJM Stock Holding History

Empowered Funds’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 		$1.13M Buy
10,028
+1,105
+12% +$113K 0.01% 1426
2026
Q1 		$861K Buy
+8,923
New +$934K 0.01% 1464
2025
Q4 		– Sell
-5,684
Closed -$617K – 1760
2025
Q3 		$617K Sell
5,684
-7,962
-58% -$865K 0.01% 1331
2025
Q2 		$1.34M Buy
13,646
+654
+5% +$71.9K 0.02% 981
2025
Q1 		$1.54M Buy
12,992
+2,889
+29% +$312K 0.02% 852
2024
Q4 		$1.11M Buy
10,103
+866
+9% +$99.6K 0.02% 939
2024
Q3 		$1.12M Buy
9,237
+7,318
+381% +$862K 0.02% 870
2024
Q2 		$209K Sell
1,919
-337
-15% -$38.1K ﹤0.01% 1291
2024
Q1 		$284K Buy
+2,256
New +$286K 0.01% 1222
2022
Q2 		– Sell
-5,761
Closed -$780K – 329
2022
Q1 		$780K Sell
5,761
-443
-7% -$60.4K 0.09% 207
2021
Q4 		$843K Buy
6,204
+987
+19% +$126K 0.1% 169
2021
Q3 		$626K Sell
5,217
-28,006
-84% -$3.56M 0.08% 153
2021
Q2 		$4.3M Buy
33,223
+9,153
+38% +$1.22M 0.55% 40
2021
Q1 		$2.78M Hold
24,070
– – 0.53% 47
2020
Q4 		$2.78M Buy
+24,070
New +$2.8M 0.53% 47

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

Empowered Funds's SJM Position: Q2 2026 in Review

Empowered Funds increased its J.M. Smucker (SJM) stake by 12% in Q2 2026, buying an estimated $113K and bringing the position to 10,028 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1426.

Empowered Funds first reported a position in SJM in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.3M in Q2 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Empowered Funds held 10,028 shares of J.M. Smucker worth $1.13M as of Q2 2026.
  • Empowered Funds bought 1,105 J.M. Smucker shares in Q2 2026, an estimated $113K.
  • J.M. Smucker made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1426 holding.
  • Empowered Funds first reported a position in J.M. Smucker in Q4 2020 and has held it in 15 quarters since.
  • Empowered Funds's J.M. Smucker position peaked at $4.3M in Q2 2021.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.