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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
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

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 40.89% 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

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

HMS Capital Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,997 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #116 among its holdings. This is a return to the name: HMS Capital Management previously reported a position in SJM as recently as Q4 2025.

HMS Capital Management first reported a position in SJM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q1 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • HMS Capital Management held 1,997 shares of J.M. Smucker worth $225K as of Q2 2026.
  • J.M. Smucker was a new HMS Capital Management position in Q2 2026.
  • J.M. Smucker made up 0.08% of HMS Capital Management's portfolio in Q2 2026, its #116 holding.
  • HMS Capital Management first reported a position in J.M. Smucker in Q1 2025 and has held it in 5 quarters since.
  • HMS Capital Management's J.M. Smucker position peaked at $1.14M in Q1 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.