IC
SJM icon

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
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

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

IEQ Capital's SJM Position: Q2 2026 in Review

IEQ Capital opened a new position in J.M. Smucker (SJM) in Q2 2026: 41,747 shares worth $4.7M. The stake represents 0.02% of the portfolio and ranks #518 among its holdings. This is a return to the name: IEQ Capital previously reported a position in SJM as recently as Q3 2025.

IEQ Capital first reported a position in SJM in Q1 2020 and has held it in 15 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • IEQ Capital held 41,747 shares of J.M. Smucker worth $4.7M as of Q2 2026.
  • J.M. Smucker was a new IEQ Capital position in Q2 2026.
  • J.M. Smucker made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #518 holding.
  • IEQ Capital first reported a position in J.M. Smucker in Q1 2020 and has held it in 15 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.