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ESL Trust Services’s J.M. Smucker SJM Stock Holding History

ESL Trust Services’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 		$56.3K Hold
500
– – 0.01% 138
2026
Q1 		$48.2K Hold
500
– – 0.01% 144
2025
Q4 		$48.9K Hold
500
– – 0.01% 139
2025
Q3 		$54.3K Hold
500
– – 0.01% 136
2025
Q2 		$49.1K Hold
500
– – 0.01% 137
2025
Q1 		$59.2K Hold
500
– – 0.01% 127
2024
Q4 		$55.1K Buy
+500
New +$57.5K 0.01% 134

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

ESL Trust Services's SJM Position: Q2 2026 in Review

ESL Trust Services held its J.M. Smucker (SJM) position steady in Q2 2026 at 500 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #138.

ESL Trust Services first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.2K in Q1 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • ESL Trust Services held 500 shares of J.M. Smucker worth $56.3K as of Q2 2026.
  • ESL Trust Services left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up 0.01% of ESL Trust Services's portfolio in Q2 2026, its #138 holding.
  • ESL Trust Services first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
  • ESL Trust Services's J.M. Smucker position peaked at $59.2K in Q1 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.