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Hengehold Capital Management’s J.M. Smucker SJM Stock Holding History

Hengehold Capital 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 		$244K Sell
2,170
-41
-2% -$4.18K 0.02% 207
2026
Q1 		$213K Buy
2,211
+2
+0.1% +$209 0.02% 207
2025
Q4 		$216K Sell
2,209
-48
-2% -$4.96K 0.02% 211
2025
Q3 		$245K Sell
2,257
-400
-15% -$43.4K 0.02% 197
2025
Q2 		$261K Sell
2,657
-508
-16% -$55.9K 0.02% 185
2025
Q1 		$375K Buy
3,165
+197
+7% +$21.3K 0.04% 150
2024
Q4 		$327K Buy
2,968
+33
+1% +$3.8K 0.03% 163
2024
Q3 		$355K Buy
2,935
+624
+27% +$73.5K 0.03% 143
2024
Q2 		$252K Sell
2,311
-1,695
-42% -$192K 0.03% 160
2024
Q1 		$504K Buy
4,006
+866
+28% +$110K 0.05% 113
2023
Q4 		$397K Sell
3,140
-108
-3% -$12.5K 0.05% 121
2023
Q3 		$399K Sell
3,248
-47
-1% -$6.68K 0.05% 115
2023
Q2 		$487K Buy
3,295
+106
+3% +$16.2K 0.06% 103
2023
Q1 		$502K Sell
3,189
-17
-0.5% -$2.58K 0.07% 96
2022
Q4 		$508K Buy
3,206
+1,042
+48% +$155K 0.07% 101
2022
Q3 		$297K Sell
2,164
-51
-2% -$6.95K 0.05% 121
2022
Q2 		$284K Sell
2,215
-40
-2% -$5.33K 0.04% 125
2022
Q1 		$305K Sell
2,255
-278
-11% -$37.9K 0.04% 125
2021
Q4 		$344K Buy
+2,533
New +$323K 0.04% 125
2021
Q2 		– Sell
-1,604
Closed -$203K – 164
2021
Q1 		$203K Buy
+1,604
New +$189K 0.03% 148

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
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

Hengehold Capital Management's SJM Position: Q2 2026 in Review

Hengehold Capital Management reduced its J.M. Smucker (SJM) stake by 1.9% in Q2 2026, selling an estimated $4.18K and leaving 2,170 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #207.

Hengehold Capital Management first reported a position in SJM in Q1 2021 and has held it in 20 quarters since. The position peaked at $508K in Q4 2022. 502 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Hengehold Capital Management held 2,170 shares of J.M. Smucker worth $244K as of Q2 2026.
  • Hengehold Capital Management sold 41 J.M. Smucker shares in Q2 2026, an estimated $4.18K.
  • J.M. Smucker made up 0.02% of Hengehold Capital Management's portfolio in Q2 2026, its #207 holding.
  • Hengehold Capital Management first reported a position in J.M. Smucker in Q1 2021 and has held it in 20 quarters since.
  • Hengehold Capital Management's J.M. Smucker position peaked at $508K in Q4 2022.
  • 502 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.