HC
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Hourglass Capital’s J.M. Smucker SJM Stock Holding History

Hourglass Capital’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
Q1 		$4.96M Buy
51,430
+2,060
+4% +$216K 1.03% 45
2025
Q4 		$4.83M Sell
49,370
-1,990
-4% -$206K 1.04% 44
2025
Q3 		$5.58M Buy
51,360
+250
+0.5% +$27.2K 1.25% 40
2025
Q2 		$5.02M Buy
51,110
+3,400
+7% +$374K 1.24% 37
2025
Q1 		$5.65M Buy
47,710
+17,330
+57% +$1.87M 1.48% 29
2024
Q4 		$3.35M Buy
30,380
+1,700
+6% +$196K 0.92% 48
2024
Q3 		$3.47M Buy
28,680
+2,820
+11% +$332K 0.97% 48
2024
Q2 		$2.82M Buy
+25,860
New +$2.93M 0.84% 48

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return