Hotchkis & Wiley Capital Management
SJM icon

Hotchkis & Wiley Capital Management’s J.M. Smucker SJM Stock Holding History

Hotchkis & Wiley 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 		$314M Buy
2,793,916
+603,840
+28% +$61.5M 0.92% 41
2026
Q1 		$211M Buy
2,190,076
+132,446
+6% +$13.9M 0.65% 47
2025
Q4 		$201M Buy
2,057,630
+1,544,410
+301% +$160M 0.6% 51
2025
Q3 		$55.7M Buy
+513,220
New +$55.7M 0.17% 90

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management's SJM Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its J.M. Smucker (SJM) stake by 28% in Q2 2026, buying an estimated $61.5M and bringing the position to 2,793,916 shares worth $314M. The position accounts for 0.92% of the portfolio, ranked #41.

Hotchkis & Wiley Capital Management first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 2,793,916 shares of J.M. Smucker worth $314M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 603,840 J.M. Smucker shares in Q2 2026, an estimated $61.5M.
  • J.M. Smucker made up 0.92% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #41 holding.
  • Hotchkis & Wiley Capital Management first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.