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Gleason Group’s J.M. Smucker SJM Stock Holding History

Gleason Group’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 		$132K Sell
1,169
-781
-40% -$79.5K 0.01% 88
2026
Q1 		$188K Buy
1,950
+19
+1% +$1.99K 0.02% 69
2025
Q4 		$189K Buy
1,931
+20
+1% +$2.07K 0.02% 71
2025
Q3 		$208K Buy
1,911
+19
+1% +$2.06K 0.02% 68
2025
Q2 		$186K Buy
1,892
+18
+1% +$1.98K 0.02% 72
2025
Q1 		$222K Buy
1,874
+18
+1% +$1.94K 0.04% 61
2024
Q4 		$204K Buy
1,856
+17
+0.9% +$1.96K 0.04% 64
2024
Q3 		$223K Sell
1,839
-8
-0.4% -$942 0.04% 62
2024
Q2 		$201K Buy
1,847
+42
+2% +$4.75K 0.04% 69
2024
Q1 		$227K Buy
1,805
+16
+0.9% +$2.03K 0.05% 68
2023
Q4 		$226K Buy
1,789
+17
+1% +$1.97K 0.05% 67
2023
Q3 		$218K Buy
1,772
+13
+0.7% +$1.85K 0.06% 67
2023
Q2 		$260K Sell
1,759
-158
-8% -$24.1K 0.07% 65
2023
Q1 		$302K Buy
1,917
+13
+0.7% +$1.98K 0.09% 62
2022
Q4 		$302K Buy
1,904
+13
+0.7% +$1.94K 0.09% 61
2022
Q3 		$260K Buy
1,891
+181
+11% +$24.7K 0.09% 56
2022
Q2 		$219K Buy
1,710
+13
+0.8% +$1.73K 0.08% 60
2022
Q1 		$230K Buy
1,697
+12
+0.7% +$1.64K 0.07% 70
2021
Q4 		$229K Buy
1,685
+13
+0.8% +$1.66K 0.07% 63
2021
Q3 		$201K Buy
1,672
+14
+0.8% +$1.78K 0.07% 69
2021
Q2 		$215K Buy
1,658
+11
+0.7% +$1.46K 0.08% 63
2021
Q1 		$208K Buy
1,647
+13
+0.8% +$1.53K 0.08% 63
2020
Q4 		$189K Buy
1,634
+12
+0.7% +$1.4K 0.09% 63
2020
Q3 		$187K Buy
1,622
+12
+0.7% +$1.34K 0.11% 62
2020
Q2 		$170K Buy
1,610
+12
+0.8% +$1.35K 0.11% 63
2020
Q1 		$177K Buy
1,598
+14
+0.9% +$1.5K 0.14% 56
2019
Q4 		$165K Buy
+1,584
New +$168K 0.1% 63

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 40.91% 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

Gleason Group's SJM Position: Q2 2026 in Review

Gleason Group reduced its J.M. Smucker (SJM) stake by 40% in Q2 2026, selling an estimated $79.5K and leaving 1,169 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #88.

Gleason Group first reported a position in SJM in Q4 2019 and has held it in 27 quarters since. The position peaked at $302K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Gleason Group held 1,169 shares of J.M. Smucker worth $132K as of Q2 2026.
  • Gleason Group sold 781 J.M. Smucker shares in Q2 2026, an estimated $79.5K.
  • J.M. Smucker made up 0.01% of Gleason Group's portfolio in Q2 2026, its #88 holding.
  • Gleason Group first reported a position in J.M. Smucker in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's J.M. Smucker position peaked at $302K in Q4 2022.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.