Financial Perspectives’s J.M. Smucker SJM Stock Holding History

Financial Perspectives’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	$225	Hold	2	–	–	﹤0.01%	708
2026 Q1	$193	Hold	2	–	–	﹤0.01%	696
2025 Q4	$196	Hold	2	–	–	﹤0.01%	693
2025 Q3	$217	Hold	2	–	–	﹤0.01%	697
2025 Q2	$196	Hold	2	–	–	﹤0.01%	698
2025 Q1	$237	Hold	2	–	–	﹤0.01%	697
2024 Q4	$220	Hold	2	–	–	﹤0.01%	695
2024 Q3	$242	Hold	2	–	–	﹤0.01%	653
2024 Q2	$218	Hold	2	–	–	﹤0.01%	654
2024 Q1	$252	Hold	2	–	–	﹤0.01%	642
2023 Q4	$253	Hold	2	–	–	﹤0.01%	671
2023 Q3	$246	Hold	2	–	–	﹤0.01%	677
2023 Q2	$295	Hold	2	–	–	﹤0.01%	658
2023 Q1	$315	Hold	2	–	–	﹤0.01%	653
2022 Q4	$317	Hold	2	–	–	﹤0.01%	651
2022 Q3	$275	Hold	2	–	–	﹤0.01%	667
2022 Q2	$256	Hold	2	–	–	﹤0.01%	668
2022 Q1	$271	Hold	2	–	–	﹤0.01%	671
2021 Q4	$272	Hold	2	–	–	﹤0.01%	637
2021 Q3	$240	Hold	2	–	–	﹤0.01%	633
2021 Q2	$259	Sell	2 -251	-99%	-$33.3K	﹤0.01%	646
2021 Q1	$2K	Buy	253 +251	+12,550%	+$29.6K	﹤0.01%	621
2020 Q4	$231	Hold	2	–	–	﹤0.01%	588
2020 Q3	$231	Hold	2	–	–	﹤0.01%	549
2020 Q2	$212	Hold	2	–	–	﹤0.01%	536
2020 Q1	$222	Hold	2	–	–	﹤0.01%	517
2019 Q4	$208	Buy	+2	New	+$212	﹤0.01%	504

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 40.91% 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

Financial Perspectives's SJM Position: Q2 2026 in Review

Financial Perspectives held its J.M. Smucker (SJM) position steady in Q2 2026 at 2 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Financial Perspectives first reported a position in SJM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2K in Q1 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Financial Perspectives held 2 shares of J.M. Smucker worth $225 as of Q2 2026.
Financial Perspectives left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #708 holding.
Financial Perspectives first reported a position in J.M. Smucker in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's J.M. Smucker position peaked at $2K in Q1 2021.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.