Estabrook Capital Management’s J.M. Smucker SJM Stock Holding History

Estabrook Capital Management’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	$28.1K	Buy	250 +50	+25%	+$5.09K	﹤0.01%	238
2026 Q1	$19.3K	Hold	200	–	–	﹤0.01%	248
2025 Q4	$19.6K	Hold	200	–	–	﹤0.01%	236
2025 Q3	$21.7K	Hold	200	–	–	﹤0.01%	234
2025 Q2	$19.6K	Hold	200	–	–	﹤0.01%	237
2025 Q1	$23.7K	Hold	200	–	–	﹤0.01%	217
2024 Q4	$22K	Hold	200	–	–	﹤0.01%	234
2024 Q3	$24.2K	Hold	200	–	–	﹤0.01%	237
2024 Q2	$21.8K	Hold	200	–	–	﹤0.01%	236
2024 Q1	$25.2K	Hold	200	–	–	﹤0.01%	238
2023 Q4	$25.3K	Sell	200 -30	-13%	-$3.48K	﹤0.01%	238
2023 Q3	$28.3K	Hold	230	–	–	0.01%	234
2023 Q2	$34K	Hold	230	–	–	0.01%	233
2023 Q1	$36.2K	Hold	230	–	–	0.01%	232
2022 Q4	$36.4K	Hold	230	–	–	0.01%	231
2022 Q3	$31.6K	Hold	230	–	–	0.01%	234
2022 Q2	$29.4K	Buy	230 +2	+0.9%	+$267	0.01%	254
2022 Q1	$30.9K	Buy	228 +2	+0.9%	+$273	﹤0.01%	255
2021 Q4	$30.7K	Buy	226 +2	+0.9%	+$255	﹤0.01%	265
2021 Q3	$26.9K	Buy	224 +4	+2%	+$509	﹤0.01%	228
2021 Q2	$28.5K	Sell	220 -13	-6%	-$1.73K	﹤0.01%	236
2021 Q1	$29.5K	Buy	233 +2	+0.9%	+$236	﹤0.01%	233
2020 Q4	$26.7K	Buy	231 +3	+1%	+$349	﹤0.01%	244
2020 Q3	$26.3K	Buy	228 +4	+2%	+$446	﹤0.01%	231
2020 Q2	$23.7K	Buy	224 +4	+2%	+$449	﹤0.01%	244
2020 Q1	$24.4K	Buy	220 +11	+5%	+$1.18K	0.01%	227
2019 Q4	$21.8K	Hold	209	–	–	﹤0.01%	261
2019 Q3	$23K	Buy	209 +9	+5%	+$1K	﹤0.01%	257
2019 Q2	$23K	Hold	200	–	–	﹤0.01%	257
2019 Q1	$23.3K	Hold	200	–	–	﹤0.01%	257
2018 Q4	$18.7K	Hold	200	–	–	﹤0.01%	268
2018 Q3	$20.5K	Hold	200	–	–	﹤0.01%	277
2018 Q2	$21.5K	Hold	200	–	–	﹤0.01%	282
2018 Q1	$24.8K	Hold	200	–	–	﹤0.01%	277
2017 Q4	$24.8K	Sell	200 -90	-31%	-$10K	﹤0.01%	284
2017 Q3	$30.4K	Buy	290 +90	+45%	+$10.3K	﹤0.01%	268
2017 Q2	$23.7K	Hold	200	–	–	﹤0.01%	297
2017 Q1	$26.2K	Hold	200	–	–	﹤0.01%	287
2016 Q4	$25.6K	Hold	200	–	–	﹤0.01%	294
2016 Q3	$27.1K	Sell	200 -100	-33%	-$14.7K	﹤0.01%	286
2016 Q2	$45.7K	Sell	300 -100	-25%	-$13.3K	0.01%	256
2016 Q1	$51.9K	Hold	400	–	–	0.01%	236
2015 Q4	$49.3K	Hold	400	–	–	0.01%	242
2015 Q3	$45.6K	Buy	+400	New	+$44.6K	0.01%	251

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Estabrook Capital Management's SJM Position: Q2 2026 in Review

Estabrook Capital Management increased its J.M. Smucker (SJM) stake by 25% in Q2 2026, buying an estimated $5.09K and bringing the position to 250 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Estabrook Capital Management first reported a position in SJM in Q3 2015 and has held it in 44 quarters since. The position peaked at $51.9K in Q1 2016. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Estabrook Capital Management held 250 shares of J.M. Smucker worth $28.1K as of Q2 2026.
Estabrook Capital Management bought 50 J.M. Smucker shares in Q2 2026, an estimated $5.09K.
J.M. Smucker made up ﹤0.01% of Estabrook Capital Management's portfolio in Q2 2026, its #238 holding.
Estabrook Capital Management first reported a position in J.M. Smucker in Q3 2015 and has held it in 44 quarters since.
Estabrook Capital Management's J.M. Smucker position peaked at $51.9K in Q1 2016.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.