Everence Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $412K | Buy |
4,271
+1,821
| +74% | +$191K | 0.03% | 439 |
|
|
2025
Q4 | $240K | Hold |
2,450
| – | – | 0.01% | 685 |
|
|
2025
Q3 | $266K | Hold |
2,450
| – | – | 0.02% | 656 |
|
|
2025
Q2 | $241K | Sell |
2,450
-940
| -28% | -$103K | 0.02% | 674 |
|
|
2025
Q1 | $401K | Hold |
3,390
| – | – | 0.03% | 429 |
|
|
2024
Q4 | $373K | Sell |
3,390
-2,240
| -40% | -$258K | 0.02% | 480 |
|
|
2024
Q3 | $682K | Hold |
5,630
| – | – | 0.04% | 323 |
|
|
2024
Q2 | $647 | Hold |
5,630
| – | – | 0.04% | 315 |
|
|
2024
Q1 | $709 | Hold |
5,630
| – | – | 0.05% | 302 |
|
|
2023
Q4 | $712K | Hold |
5,630
| – | – | 0.05% | 295 |
|
|
2023
Q3 | $692 | Hold |
5,630
| – | – | 0.05% | 290 |
|
|
2023
Q2 | $825K | Hold |
5,630
| – | – | 0.07% | 245 |
|
|
2023
Q1 | $886 | Hold |
5,630
| – | – | 0.07% | 239 |
|
|
2022
Q4 | $892 | Buy |
5,630
+1,920
| +52% | +$286K | 0.08% | 219 |
|
|
2022
Q3 | $510K | Hold |
3,710
| – | – | 0.05% | 343 |
|
|
2022
Q2 | $475K | Hold |
3,710
| – | – | 0.04% | 357 |
|
|
2022
Q1 | $502K | Hold |
3,710
| – | – | 0.04% | 395 |
|
|
2021
Q4 | $504K | Hold |
3,710
| – | – | 0.04% | 411 |
|
|
2021
Q3 | $445K | Hold |
3,710
| – | – | 0.04% | 433 |
|
|
2021
Q2 | $481K | Buy |
+3,710
| New | +$493K | 0.04% | 403 |
|
|
2020
Q4 | – | Sell |
-5,180
| Closed | -$598K | – | 733 |
|
|
2020
Q3 | $598K | Hold |
5,180
| – | – | 0.07% | 244 |
|
|
2020
Q2 | $590K | Hold |
5,180
| – | – | 0.07% | 243 |
|
|
2020
Q1 | $575K | Hold |
5,180
| – | – | 0.08% | 208 |
|
|
2019
Q4 | $539K | Hold |
5,180
| – | – | 0.08% | 266 |
|
|
2019
Q3 | $570K | Hold |
5,180
| – | – | 0.09% | 232 |
|
|
2019
Q2 | $597K | Hold |
5,180
| – | – | 0.1% | 216 |
|
|
2019
Q1 | $603K | Buy |
+5,180
| New | +$541K | 0.11% | 204 |
|
|
2018
Q4 | – | Sell |
-2,030
| Closed | -$208K | – | 447 |
|
|
2018
Q3 | $208K | Hold |
2,030
| – | – | 0.04% | 405 |
|
|
2018
Q2 | $218K | Hold |
2,030
| – | – | 0.05% | 383 |
|
|
2018
Q1 | $252K | Hold |
2,030
| – | – | 0.06% | 344 |
|
|
2017
Q4 | $252K | Hold |
2,030
| – | – | 0.06% | 349 |
|
|
2017
Q3 | $213K | Hold |
2,030
| – | – | 0.05% | 350 |
|
|
2017
Q2 | $240K | Hold |
2,030
| – | – | 0.06% | 315 |
|
|
2017
Q1 | $266K | Hold |
2,030
| – | – | 0.07% | 293 |
|
|
2016
Q4 | $260K | Buy |
+2,030
| New | +$263K | 0.07% | 288 |
|
Other funds holding SJM
VCM
VPM
Everence Capital Management's SJM Position: Q1 2026 in Review
Everence Capital Management increased its J.M. Smucker (SJM) stake by 74% in Q1 2026, buying an estimated $191K and bringing the position to 4,271 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #439.
Everence Capital Management first reported a position in SJM in Q4 2016 and has held it in 35 quarters since. The position peaked at $825K in Q2 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Everence Capital Management held 4,271 shares of J.M. Smucker worth $412K as of Q1 2026.
- Everence Capital Management bought 1,821 J.M. Smucker shares in Q1 2026, an estimated $191K.
- J.M. Smucker made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #439 holding.
- Everence Capital Management first reported a position in J.M. Smucker in Q4 2016 and has held it in 35 quarters since.
- Everence Capital Management's J.M. Smucker position peaked at $825K in Q2 2023.
- 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.