IEQ Capital
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IEQ Capital’s J.M. Smucker SJM Stock Holding History

IEQ 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
Q3 		$6.52M Buy
54,826
+13,079
+31% +$1.57M 0.03% 443
2026
Q2 		$4.7M Buy
+41,747
New +$4.25M 0.02% 518
2025
Q4 		– Sell
-5,668
Closed -$616K – 1993
2025
Q3 		$616K Sell
5,668
-1,386
-20% -$151K ﹤0.01% 1206
2025
Q2 		$693K Buy
+7,054
New +$776K ﹤0.01% 995
2025
Q1 		– Sell
-1,932
Closed -$213K – 1722
2024
Q4 		$213K Sell
1,932
-3,358
-63% -$386K ﹤0.01% 1177
2024
Q3 		$641K Sell
5,290
-1,001
-16% -$118K 0.01% 670
2024
Q2 		$686K Sell
6,291
-280
-4% -$31.7K 0.01% 566
2024
Q1 		$827K Buy
6,571
+1,468
+29% +$186K 0.01% 505
2023
Q4 		$645K Buy
5,103
+2,377
+87% +$275K 0.01% 514
2023
Q3 		$335K Sell
2,726
-50
-2% -$7.1K 0.01% 690
2023
Q2 		$410K Sell
2,776
-83
-3% -$12.7K 0.01% 596
2023
Q1 		$450K Buy
2,859
+649
+29% +$98.6K 0.01% 607
2022
Q4 		$350K Buy
2,210
+293
+15% +$43.6K 0.01% 589
2022
Q3 		$263K Buy
+1,917
New +$261K 0.01% 695
2021
Q4 		– Sell
-1,895
Closed -$228K – 752
2021
Q3 		$228K Buy
+1,895
New +$241K 0.01% 640
2020
Q2 		– Sell
-1,843
Closed -$205K – 392
2020
Q1 		$205K Buy
+1,843
New +$197K 0.02% 336

Other funds holding SJM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

IEQ Capital's SJM Position: Q3 2026 in Review

IEQ Capital increased its J.M. Smucker (SJM) stake by 31% in Q3 2026, buying an estimated $1.57M and bringing the position to 54,826 shares worth $6.52M. The position accounts for 0.03% of the portfolio, ranked #443.

IEQ Capital first reported a position in SJM in Q1 2020 and has held it in 16 quarters since. 590 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • IEQ Capital held 54,826 shares of J.M. Smucker worth $6.52M as of Q3 2026.
  • IEQ Capital bought 13,079 J.M. Smucker shares in Q3 2026, an estimated $1.57M.
  • J.M. Smucker made up 0.03% of IEQ Capital's portfolio in Q3 2026, its #443 holding.
  • IEQ Capital first reported a position in J.M. Smucker in Q1 2020 and has held it in 16 quarters since.
  • 590 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.