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Gallagher Fiduciary Advisors’s J.M. Smucker SJM Stock Holding History

Gallagher Fiduciary Advisors’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 		$449K Buy
3,994
+414
+12% +$42.2K 0.01% 209
2026
Q1 		$345K Sell
3,580
-149
-4% -$15.6K 0.01% 250
2025
Q4 		$365K Sell
3,729
-162
-4% -$16.7K 0.01% 239
2025
Q3 		$423K Sell
3,891
-2,894
-43% -$314K 0.02% 196
2025
Q2 		$666K Sell
6,785
-548
-7% -$60.2K 0.03% 135
2025
Q1 		$868K Buy
7,333
+284
+4% +$30.7K 0.03% 101
2024
Q4 		$776K Buy
7,049
+1,561
+28% +$180K 0.15% 85
2024
Q3 		$665K Sell
5,488
-624
-10% -$73.5K 0.13% 88
2024
Q2 		$667K Buy
6,112
+894
+17% +$101K 0.15% 82
2024
Q1 		$657K Sell
5,218
-131
-2% -$16.6K 0.02% 91
2023
Q4 		$676K Buy
5,349
+512
+11% +$59.3K 0.02% 87
2023
Q3 		$595K Buy
4,837
+97
+2% +$13.8K 0.05% 84
2023
Q2 		$701K Sell
4,740
-126
-3% -$19.2K 0.05% 92
2023
Q1 		$767K Buy
+4,866
New +$739K 0.06% 90

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

Gallagher Fiduciary Advisors's SJM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its J.M. Smucker (SJM) stake by 12% in Q2 2026, buying an estimated $42.2K and bringing the position to 3,994 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #209.

Gallagher Fiduciary Advisors first reported a position in SJM in Q1 2023 and has held it in 14 quarters since. The position peaked at $868K in Q1 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Gallagher Fiduciary Advisors held 3,994 shares of J.M. Smucker worth $449K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 414 J.M. Smucker shares in Q2 2026, an estimated $42.2K.
  • J.M. Smucker made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #209 holding.
  • Gallagher Fiduciary Advisors first reported a position in J.M. Smucker in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's J.M. Smucker position peaked at $868K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.