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Evercore Wealth Management’s J.M. Smucker SJM Stock Holding History

Evercore Wealth 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 		$200K Buy
+1,780
New +$181K ﹤0.01% 404
2020
Q1 		– Sell
-5,931
Closed -$617K – 407
2019
Q4 		$617K Sell
5,931
-850
-13% -$90K 0.02% 256
2019
Q3 		$747K Buy
+6,781
New +$756K 0.02% 236
2019
Q2 		– Sell
-4,547
Closed -$530K – 421
2019
Q1 		$530K Buy
4,547
+28
+0.6% +$2.93K 0.02% 261
2018
Q4 		$422K Buy
4,519
+471
+12% +$49.2K 0.02% 265
2018
Q3 		$415K Buy
4,048
+54
+1% +$5.9K 0.01% 299
2018
Q2 		$429K Sell
3,994
-575
-13% -$64.6K 0.01% 283
2018
Q1 		$567K Hold
4,569
– – 0.02% 230
2017
Q4 		$568K Sell
4,569
-125
-3% -$13.9K 0.02% 243
2017
Q3 		$493K Hold
4,694
– – 0.02% 253
2017
Q2 		$556K Hold
4,694
– – 0.02% 242
2017
Q1 		$615K Hold
4,694
– – 0.02% 239
2016
Q4 		$601K Buy
4,694
+400
+9% +$51.8K 0.02% 238
2016
Q3 		$582K Sell
4,294
-75
-2% -$11K 0.02% 234
2016
Q2 		$666K Buy
4,369
+78
+2% +$10.4K 0.03% 212
2016
Q1 		$557K Sell
4,291
-774
-15% -$97.6K 0.02% 223
2015
Q4 		$624K Hold
5,065
– – 0.03% 225
2015
Q3 		$578K Sell
5,065
-22
-0.4% -$2.45K 0.03% 238
2015
Q2 		$551K Buy
5,087
+97
+2% +$11.2K 0.02% 260
2015
Q1 		$578K Buy
4,990
+750
+18% +$82.2K 0.03% 253
2014
Q4 		$428K Buy
4,240
+3,000
+242% +$304K 0.02% 263
2014
Q3 		$123K Hold
1,240
– – 0.01% 478
2014
Q2 		$132K Buy
1,240
+100
+9% +$10K 0.01% 467
2014
Q1 		$111K Hold
1,140
– – 0.01% 467
2013
Q4 		$118K Hold
1,140
– – 0.01% 432
2013
Q3 		$120K Hold
1,140
– – 0.01% 465
2013
Q2 		$118K Buy
+1,140
New +$116K 0.01% 472

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

Evercore Wealth Management's SJM Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,780 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in SJM as recently as Q4 2019.

Evercore Wealth Management first reported a position in SJM in Q2 2013 and has held it in 27 quarters since. The position peaked at $747K in Q3 2019. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Evercore Wealth Management held 1,780 shares of J.M. Smucker worth $200K as of Q2 2026.
  • J.M. Smucker was a new Evercore Wealth Management position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Evercore Wealth Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 27 quarters since.
  • Evercore Wealth Management's J.M. Smucker position peaked at $747K in Q3 2019.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.