Harbor Investment Advisory’s J.M. Smucker SJM Stock Holding History

Harbor Investment Advisory’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	$22.1K	Hold	196	–	–	﹤0.01%	924
2026 Q1	$18.9K	Sell	196 -26	-12%	-$2.72K	﹤0.01%	796
2025 Q4	$21.7K	Sell	222 -8	-3%	-$827	﹤0.01%	810
2025 Q3	$25K	Hold	230	–	–	﹤0.01%	759
2025 Q2	$22.6K	Hold	230	–	–	﹤0.01%	769
2025 Q1	$27.2K	Sell	230 -51	-18%	-$5.51K	﹤0.01%	714
2024 Q4	$30.9K	Buy	281 +8	+3%	+$920	﹤0.01%	677
2024 Q3	$33.1K	Sell	273 -1	-0.4%	-$118	﹤0.01%	662
2024 Q2	$29.9K	Buy	274 +1	+0.4%	+$113	﹤0.01%	672
2024 Q1	$34.4K	Hold	273	–	–	﹤0.01%	651
2023 Q4	$34.5K	Hold	273	–	–	﹤0.01%	627
2023 Q3	$33.6K	Hold	273	–	–	﹤0.01%	604
2023 Q2	$40.3K	Hold	273	–	–	0.01%	762
2023 Q1	$43K	Hold	273	–	–	0.01%	748
2022 Q4	$43.3K	Hold	273	–	–	0.01%	722
2022 Q3	$38K	Hold	273	–	–	0.01%	763
2022 Q2	$35K	Hold	273	–	–	0.01%	792
2022 Q1	$37K	Hold	273	–	–	﹤0.01%	814
2021 Q4	$37K	Buy	273 +51	+23%	+$6.5K	﹤0.01%	822
2021 Q3	$27K	Hold	222	–	–	﹤0.01%	903
2021 Q2	$29K	Hold	222	–	–	﹤0.01%	844
2021 Q1	$28K	Hold	222	–	–	﹤0.01%	817
2020 Q4	$26K	Hold	222	–	–	﹤0.01%	780
2020 Q3	$26K	Buy	222 +26	+13%	+$2.9K	0.01%	671
2020 Q2	$21K	Hold	196	–	–	﹤0.01%	624
2020 Q1	$22K	Sell	196 -1	-0.5%	-$107	0.01%	563
2019 Q4	$21K	Buy	+197	New	+$20.9K	﹤0.01%	537

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Harbor Investment Advisory's SJM Position: Q2 2026 in Review

Harbor Investment Advisory held its J.M. Smucker (SJM) position steady in Q2 2026 at 196 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Harbor Investment Advisory first reported a position in SJM in Q4 2019 and has held it in 27 quarters since. The position peaked at $43.3K in Q4 2022. 482 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Harbor Investment Advisory held 196 shares of J.M. Smucker worth $22.1K as of Q2 2026.
Harbor Investment Advisory left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #924 holding.
Harbor Investment Advisory first reported a position in J.M. Smucker in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's J.M. Smucker position peaked at $43.3K in Q4 2022.
482 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.