EI
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Ethic Inc’s J.M. Smucker SJM Stock Holding History

Ethic Inc’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 		$6.13M Buy
54,500
+2,359
+5% +$240K 0.08% 256
2026
Q1 		$5.03M Buy
52,141
+1,530
+3% +$160K 0.08% 259
2025
Q4 		$4.95M Sell
50,611
-4,249
-8% -$439K 0.08% 249
2025
Q3 		$5.96M Buy
54,860
+12,279
+29% +$1.33M 0.1% 205
2025
Q2 		$4.07M Sell
42,581
-1,161
-3% -$128K 0.07% 280
2025
Q1 		$5.18M Buy
43,742
+3,513
+9% +$379K 0.11% 212
2024
Q4 		$4.43M Buy
40,229
+5,407
+16% +$622K 0.09% 227
2024
Q3 		$4.38M Sell
34,822
-812
-2% -$95.7K 0.11% 214
2024
Q2 		$3.89M Buy
35,634
+812
+2% +$91.9K 0.09% 237
2024
Q1 		$4.38M Buy
34,822
+24
+0.1% +$3.04K 0.11% 214
2023
Q4 		$4.4M Buy
34,798
+1,872
+6% +$217K 0.13% 191
2023
Q3 		$4.05M Buy
32,926
+4,935
+18% +$701K 0.14% 173
2023
Q2 		$4.13M Sell
27,991
-535
-2% -$81.6K 0.15% 163
2023
Q1 		$4.49M Buy
28,526
+2,866
+11% +$435K 0.18% 133
2022
Q4 		$4.07M Buy
25,660
+5,924
+30% +$882K 0.22% 121
2022
Q3 		$2.71M Buy
19,736
+2,560
+15% +$349K 0.18% 135
2022
Q2 		$2.2M Buy
17,176
+4,267
+33% +$569K 0.15% 168
2022
Q1 		$1.75M Buy
12,909
+3,297
+34% +$449K 0.12% 217
2021
Q4 		$1.31M Buy
9,612
+253
+3% +$32.3K 0.1% 233
2021
Q3 		$1.12M Buy
9,359
+958
+11% +$122K 0.11% 219
2021
Q2 		$1.09M Buy
8,401
+2,467
+42% +$328K 0.13% 198
2021
Q1 		$751K Buy
5,934
+1,868
+46% +$221K 0.13% 192
2020
Q4 		$470K Buy
4,066
+1,982
+95% +$230K 0.12% 224
2020
Q3 		$241K Sell
2,084
-870
-29% -$97K 0.09% 270
2020
Q2 		$313K Buy
2,954
+783
+36% +$88K 0.18% 159
2020
Q1 		$241K Buy
2,171
+59
+3% +$6.31K 0.2% 159
2019
Q4 		$220K Buy
+2,112
New +$224K 0.16% 198

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethic Inc's SJM Position: Q2 2026 in Review

Ethic Inc increased its J.M. Smucker (SJM) stake by 4.5% in Q2 2026, buying an estimated $240K and bringing the position to 54,500 shares worth $6.13M. The position accounts for 0.08% of the portfolio, ranked #256.

Ethic Inc first reported a position in SJM in Q4 2019 and has held it in 27 quarters since. 309 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Ethic Inc held 54,500 shares of J.M. Smucker worth $6.13M as of Q2 2026.
  • Ethic Inc bought 2,359 J.M. Smucker shares in Q2 2026, an estimated $240K.
  • J.M. Smucker made up 0.08% of Ethic Inc's portfolio in Q2 2026, its #256 holding.
  • Ethic Inc first reported a position in J.M. Smucker in Q4 2019 and has held it in 27 quarters since.
  • 309 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.