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

Essential 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 		$129K Buy
1,143
+1,029
+903% +$105K 0.06% 349
2026
Q1 		$11K Buy
114
+55
+93% +$5.76K ﹤0.01% 1213
2025
Q4 		$5.77K Sell
59
-69
-54% -$7.13K ﹤0.01% 1372
2025
Q3 		$13.9K Buy
128
+69
+117% +$7.49K ﹤0.01% 1036
2025
Q2 		$5.79K Buy
+59
New +$6.49K ﹤0.01% 1013

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 $3.38T AUM 44.17% 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

Essential Partners's SJM Position: Q2 2026 in Review

Essential Partners increased its J.M. Smucker (SJM) stake by 903% in Q2 2026, buying an estimated $105K and bringing the position to 1,143 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #349.

Essential Partners first reported a position in SJM in Q2 2025 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Essential Partners held 1,143 shares of J.M. Smucker worth $129K as of Q2 2026.
  • Essential Partners bought 1,029 J.M. Smucker shares in Q2 2026, an estimated $105K.
  • J.M. Smucker made up 0.06% of Essential Partners's portfolio in Q2 2026, its #349 holding.
  • Essential Partners first reported a position in J.M. Smucker in Q2 2025 and has held it in 5 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.