Johnson Financial Group Inc (Wisconsin)’s J.M. Smucker SJM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-12	Closed	-$1.16K	–	930
2026 Q1	$1.16K	Sell	12 -138	-92%	-$14.4K	﹤0.01%	849
2025 Q4	$14.7K	Sell	150 -1,891	-93%	-$195K	﹤0.01%	620
2025 Q3	$222K	Buy	2,041 +41	+2%	+$4.45K	0.01%	344
2025 Q2	$196K	Sell	2,000 -78	-4%	-$8.58K	0.01%	305
2025 Q1	$246K	Hold	2,078	–	–	0.01%	320
2024 Q4	$222K	Hold	2,078	–	–	0.01%	283
2024 Q3	$252K	Sell	2,078 -200	-9%	-$23.6K	0.01%	324
2024 Q2	$248K	Buy	2,278 +2,000	+719%	+$226K	0.01%	292
2024 Q1	$35K	Sell	278 -261	-48%	-$33K	﹤0.01%	455
2023 Q4	$68.1K	Sell	539 -3,630	-87%	-$421K	﹤0.01%	421
2023 Q3	$512K	Sell	4,169 -23	-0.5%	-$3.27K	0.04%	171
2023 Q2	$619K	Sell	4,192 -86	-2%	-$13.1K	0.04%	164
2023 Q1	$673K	Buy	4,278 +111	+3%	+$16.9K	0.05%	150
2022 Q4	$660K	Buy	4,167 +17	+0.4%	+$2.53K	0.05%	141
2022 Q3	$625K	Sell	4,150 -1,059	-20%	-$144K	0.06%	139
2022 Q2	$667K	Hold	5,209	–	–	0.05%	157
2022 Q1	$705K	Buy	5,209 +181	+4%	+$24.7K	0.05%	169
2021 Q4	$683K	Sell	5,028 -71	-1%	-$9.05K	0.04%	163
2021 Q3	$612K	Sell	5,099 -521	-9%	-$66.2K	0.04%	164
2021 Q2	$728K	Sell	5,620 -229	-4%	-$30.4K	0.05%	153
2021 Q1	$740K	Buy	5,849 +681	+13%	+$80.4K	0.05%	145
2020 Q4	$597K	Buy	5,168 +171	+3%	+$19.9K	0.05%	147
2020 Q3	$577K	Buy	4,997 +710	+17%	+$79.1K	0.06%	133
2020 Q2	$454K	Buy	4,287 +4,223	+6,598%	+$475K	0.05%	134
2020 Q1	$7K	Buy	64 +14	+28%	+$1.5K	﹤0.01%	401
2019 Q4	$5K	Sell	50 -4,035	-99%	-$427K	﹤0.01%	467
2019 Q3	$449K	Sell	4,085 -5,847	-59%	-$652K	0.04%	176
2019 Q2	$1.14M	Buy	9,932 +2,390	+32%	+$292K	0.1%	119
2019 Q1	$879K	Buy	7,542 +3,488	+86%	+$365K	0.08%	133
2018 Q4	$379K	Hold	4,054	–	–	0.04%	179
2018 Q3	$416K	Sell	4,054 -1	-0%	-$109	0.04%	184
2018 Q2	$436K	Sell	4,055 -6	-0.1%	-$674	0.05%	174
2018 Q1	$504K	Buy	4,061 +58	+1%	+$7.24K	0.06%	165
2017 Q4	$497K	Hold	4,003	–	–	0.06%	175
2017 Q3	$420K	Sell	4,003 -19	-0.5%	-$2.17K	0.06%	173
2017 Q2	$476K	Sell	4,022 -516	-11%	-$65.2K	0.07%	167
2017 Q1	$595K	Hold	4,538	–	–	0.07%	188
2016 Q4	$581K	Hold	4,538	–	–	0.08%	191
2016 Q3	$615K	Hold	4,538	–	–	0.08%	180
2016 Q2	$692K	Buy	4,538 +518	+13%	+$68.9K	0.1%	176
2016 Q1	$522K	Sell	4,020 -690	-15%	-$87K	0.1%	168
2015 Q4	$581K	Buy	4,710 +4,013	+576%	+$478K	0.12%	148
2015 Q3	$80K	Sell	697 -393	-36%	-$43.8K	0.02%	382
2015 Q2	$118K	Hold	1,090	–	–	0.02%	327
2015 Q1	$126K	Sell	1,090 -44	-4%	-$4.82K	0.03%	334
2014 Q4	$115K	Hold	1,134	–	–	0.03%	338
2014 Q3	$112K	Hold	1,134	–	–	0.03%	305
2014 Q2	$121K	Buy	1,134 +114	+11%	+$11.4K	0.03%	308
2014 Q1	$99K	Buy	1,020 +817	+402%	+$79.4K	0.03%	278
2013 Q4	$21K	Buy	203 +180	+783%	+$19.1K	0.01%	513
2013 Q3	$2K	Hold	23	–	–	﹤0.01%	653
2013 Q2	$2K	Buy	+23	New	+$2.34K	﹤0.01%	672

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SJM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 12 shares — an estimated $1.16K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SJM in Q2 2013 and held it in 52 quarters. The position peaked at $1.14M in Q2 2019. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 12 J.M. Smucker shares in Q2 2026, an estimated $1.16K.
Johnson Financial Group Inc (Wisconsin) first reported a position in J.M. Smucker in Q2 2013 and held it in 52 quarters.
Johnson Financial Group Inc (Wisconsin)'s J.M. Smucker position peaked at $1.14M in Q2 2019.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.