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INTECH Investment Management’s J.M. Smucker SJM Stock Holding History

INTECH Investment 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
Q1 		– Sell
-2,377
Closed -$232K – 2327
2025
Q4 		$232K Sell
2,377
-16,060
-87% -$1.66M ﹤0.01% 1896
2025
Q3 		$2M Sell
18,437
-5,712
-24% -$620K 0.02% 774
2025
Q2 		$2.37M Buy
24,149
+2,856
+13% +$314K 0.02% 659
2025
Q1 		$2.52M Buy
21,293
+67
+0.3% +$7.24K 0.03% 631
2024
Q4 		$2.34M Sell
21,226
-20,264
-49% -$2.33M 0.02% 625
2024
Q3 		$5.02M Buy
41,490
+6,488
+19% +$764K 0.06% 253
2024
Q2 		$3.82M Buy
35,002
+4,539
+15% +$514K 0.05% 306
2024
Q1 		$3.83M Sell
30,463
-33,078
-52% -$4.19M 0.05% 270
2023
Q4 		$8.03M Sell
63,541
-10,644
-14% -$1.23M 0.12% 180
2023
Q3 		$9.12M Sell
74,185
-62,702
-46% -$8.91M 0.13% 171
2023
Q2 		$20.2M Sell
136,887
-42,812
-24% -$6.53M 0.21% 127
2023
Q1 		$28.3M Buy
179,699
+26,944
+18% +$4.09M 0.23% 116
2022
Q4 		$24.2M Buy
152,755
+34,714
+29% +$5.17M 0.18% 157
2022
Q3 		$16.2M Sell
118,041
-3,686
-3% -$502K 0.12% 218
2022
Q2 		$15.6M Buy
+121,727
New +$16.2M 0.09% 237

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

INTECH Investment Management's SJM Position: Q1 2026 in Review

INTECH Investment Management sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 2,377 shares — an estimated $232K sold.

INTECH Investment Management first reported a position in SJM in Q2 2022 and held it in 15 quarters. The position peaked at $28.3M in Q1 2023. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • INTECH Investment Management reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • INTECH Investment Management sold 2,377 J.M. Smucker shares in Q1 2026, an estimated $232K.
  • INTECH Investment Management first reported a position in J.M. Smucker in Q2 2022 and held it in 15 quarters.
  • INTECH Investment Management's J.M. Smucker position peaked at $28.3M in Q1 2023.
  • 818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.