HMS Capital Management
SJM icon

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

HMS 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
Q3 		– Sell
-1,997
Closed -$225K – 133
2026
Q2 		$225K Buy
+1,997
New +$203K 0.08% 116
2026
Q1 		– Sell
-9,369
Closed -$916K – 120
2025
Q4 		$916K Sell
9,369
-685
-7% -$70.8K 0.38% 53
2025
Q3 		$1.09M Buy
10,054
+458
+5% +$49.7K 0.46% 48
2025
Q2 		$942K Sell
9,596
-512
-5% -$56.3K 0.42% 49
2025
Q1 		$1.14M Buy
+10,108
New +$1.09M 0.63% 45

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

HMS Capital Management's SJM Position: Q3 2026 in Review

HMS Capital Management sold out of J.M. Smucker (SJM) in Q3 2026, closing a stake of 1,997 shares — an estimated $225K sold.

HMS Capital Management first reported a position in SJM in Q1 2025 and held it in 5 quarters. The position peaked at $1.14M in Q1 2025. 574 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • HMS Capital Management reported no remaining J.M. Smucker position as of Q3 2026 after selling out during the quarter.
  • HMS Capital Management sold 1,997 J.M. Smucker shares in Q3 2026, an estimated $225K.
  • HMS Capital Management first reported a position in J.M. Smucker in Q1 2025 and held it in 5 quarters.
  • HMS Capital Management's J.M. Smucker position peaked at $1.14M in Q1 2025.
  • 574 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.