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Investment Research Partners’s J.M. Smucker SJM Stock Holding History

Investment Research Partners’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 		$788K Buy
7,002
+2,080
+42% +$212K 0.27% 90
2026
Q1 		$475K Buy
4,922
+574
+13% +$60.1K 0.19% 123
2025
Q4 		$425K Sell
4,348
-23
-0.5% -$2.38K 0.18% 132
2025
Q3 		$442K Buy
+4,371
New +$475K 0.2% 121

Other funds holding SJM

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Investment Research Partners's SJM Position: Q2 2026 in Review

Investment Research Partners increased its J.M. Smucker (SJM) stake by 42% in Q2 2026, buying an estimated $212K and bringing the position to 7,002 shares worth $788K. The position accounts for 0.27% of the portfolio, ranked #90.

Investment Research Partners first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 636 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Investment Research Partners held 7,002 shares of J.M. Smucker worth $788K as of Q2 2026.
  • Investment Research Partners bought 2,080 J.M. Smucker shares in Q2 2026, an estimated $212K.
  • J.M. Smucker made up 0.27% of Investment Research Partners's portfolio in Q2 2026, its #90 holding.
  • Investment Research Partners first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 636 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.