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Freestone Grove Partners’s J.M. Smucker SJM Stock Holding History

Freestone Grove Partners’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 		– Sell
-291,888
Closed -$28.1M – 1285
2026
Q1 		$28.1M Buy
291,888
+65,708
+29% +$6.88M 0.2% 168
2025
Q4 		$22.1M Sell
226,180
-213,059
-49% -$22M 0.16% 194
2025
Q3 		$47.7M Sell
439,239
-237,268
-35% -$25.8M 0.36% 94
2025
Q2 		$66.4M Buy
676,507
+297,502
+78% +$32.7M 0.5% 51
2025
Q1 		$44.9M Buy
+379,005
New +$40.9M 0.46% 68

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

Freestone Grove Partners's SJM Position: Q2 2026 in Review

Freestone Grove Partners sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 291,888 shares — an estimated $28.1M sold.

Freestone Grove Partners first reported a position in SJM in Q1 2025 and held it in 5 quarters. The position peaked at $66.4M in Q2 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Freestone Grove Partners reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 291,888 J.M. Smucker shares in Q2 2026, an estimated $28.1M.
  • Freestone Grove Partners first reported a position in J.M. Smucker in Q1 2025 and held it in 5 quarters.
  • Freestone Grove Partners's J.M. Smucker position peaked at $66.4M in Q2 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.