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

Huber 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
2025
Q4 		– Sell
-96,800
Closed -$10.5M – 109
2025
Q3 		$10.5M Sell
96,800
-78,100
-45% -$8.48M 1.67% 20
2025
Q2 		$17.2M Buy
174,900
+123,300
+239% +$13.6M 2.92% 14
2025
Q1 		$6.11M Buy
+51,600
New +$5.57M 1.15% 27

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Huber Capital Management's SJM Position: Q4 2025 in Review

Huber Capital Management sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 96,800 shares — an estimated $10.5M sold.

Huber Capital Management first reported a position in SJM in Q1 2025 and held it in 3 quarters. The position peaked at $17.2M in Q2 2025. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Huber Capital Management reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Huber Capital Management sold 96,800 J.M. Smucker shares in Q4 2025, an estimated $10.5M.
  • Huber Capital Management first reported a position in J.M. Smucker in Q1 2025 and held it in 3 quarters.
  • Huber Capital Management's J.M. Smucker position peaked at $17.2M in Q2 2025.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Huber Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.