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iSAM Funds (UK)’s J.M. Smucker SJM Stock Holding History

iSAM Funds (UK)’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 		$248K Sell
2,200
-2,129
-49% -$217K 0.17% 189
2026
Q1 		$417K Buy
+4,329
New +$453K 0.21% 152
2023
Q4 		– Sell
-11,610
Closed -$1.43M – 335
2023
Q3 		$1.43M Buy
+11,610
New +$1.65M 0.9% 31

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 40.91% 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

iSAM Funds (UK)'s SJM Position: Q2 2026 in Review

iSAM Funds (UK) reduced its J.M. Smucker (SJM) stake by 49% in Q2 2026, selling an estimated $217K and leaving 2,200 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #189.

iSAM Funds (UK) first reported a position in SJM in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.43M in Q3 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • iSAM Funds (UK) held 2,200 shares of J.M. Smucker worth $248K as of Q2 2026.
  • iSAM Funds (UK) sold 2,129 J.M. Smucker shares in Q2 2026, an estimated $217K.
  • J.M. Smucker made up 0.17% of iSAM Funds (UK)'s portfolio in Q2 2026, its #189 holding.
  • iSAM Funds (UK) first reported a position in J.M. Smucker in Q3 2023 and has held it in 3 quarters since.
  • iSAM Funds (UK)'s J.M. Smucker position peaked at $1.43M in Q3 2023.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.