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GW&K Investment Management’s J.M. Smucker SJM Stock Holding History

GW&K Investment Management’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 		$27K Sell
240
-5
-2% -$509 ﹤0.01% 732
2026
Q1 		$24K Buy
245
+18
+8% +$1.89K ﹤0.01% 720
2025
Q4 		$22K Sell
227
-177
-44% -$18.3K ﹤0.01% 727
2025
Q3 		$44K Buy
404
+11
+3% +$1.2K ﹤0.01% 556
2025
Q2 		$39K Buy
393
+4
+1% +$440 ﹤0.01% 550
2025
Q1 		$46K Sell
389
-49
-11% -$5.29K ﹤0.01% 504
2024
Q4 		$48K Hold
438
– – ﹤0.01% 483
2024
Q3 		$53K Buy
438
+8
+2% +$942 ﹤0.01% 458
2024
Q2 		$47K Buy
430
+43
+11% +$4.87K ﹤0.01% 450
2024
Q1 		$49K Hold
387
– – ﹤0.01% 434
2023
Q4 		$49K Sell
387
-8
-2% -$927 ﹤0.01% 410
2023
Q3 		$49K Buy
395
+361
+1,062% +$51.3K ﹤0.01% 395
2023
Q2 		$5K Buy
+34
New +$5.19K ﹤0.01% 793
2022
Q3 		– Sell
-16
Closed -$2K – 755
2022
Q2 		$2K Buy
16
+13
+433% +$1.73K ﹤0.01% 772
2022
Q1 		$0 Buy
+3
New +$409 ﹤0.01% 842

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

GW&K Investment Management's SJM Position: Q2 2026 in Review

GW&K Investment Management reduced its J.M. Smucker (SJM) stake by 2% in Q2 2026, selling an estimated $509 and leaving 240 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

GW&K Investment Management first reported a position in SJM in Q1 2022 and has held it in 15 quarters since. The position peaked at $53K in Q3 2024. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • GW&K Investment Management held 240 shares of J.M. Smucker worth $27K as of Q2 2026.
  • GW&K Investment Management sold 5 J.M. Smucker shares in Q2 2026, an estimated $509.
  • J.M. Smucker made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #732 holding.
  • GW&K Investment Management first reported a position in J.M. Smucker in Q1 2022 and has held it in 15 quarters since.
  • GW&K Investment Management's J.M. Smucker position peaked at $53K in Q3 2024.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.