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Kendall Capital Management’s J.M. Smucker SJM Stock Holding History

Kendall Capital 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
Q2 		$849K Buy
7,545
+3,025
+67% +$308K 0.14% 140
2026
Q1 		$436K Hold
4,520
– – 0.09% 170
2025
Q4 		$442K Sell
4,520
-430
-9% -$44.5K 0.09% 165
2025
Q3 		$538K Buy
+4,950
New +$538K 0.12% 151
2024
Q3 		– Sell
-2,330
Closed -$254K – 215
2024
Q2 		$254K Sell
2,330
-440
-16% -$49.8K 0.08% 188
2024
Q1 		$349K Hold
2,770
– – 0.12% 161
2023
Q4 		$350K Sell
2,770
-85
-3% -$9.85K 0.14% 157
2023
Q3 		$351K Buy
2,855
+15
+0.5% +$2.13K 0.16% 149
2023
Q2 		$419K Buy
2,840
+45
+2% +$6.86K 0.18% 135
2023
Q1 		$440K Sell
2,795
-10
-0.4% -$1.52K 0.21% 124
2022
Q4 		$444K Sell
2,805
-10
-0.4% -$1.49K 0.22% 123
2022
Q3 		$387K Hold
2,815
– – 0.23% 120
2022
Q2 		$360K Sell
2,815
-100
-3% -$13.3K 0.2% 126
2022
Q1 		$395K Hold
2,915
– – 0.19% 124
2021
Q4 		$396K Sell
2,915
-80
-3% -$10.2K 0.19% 122
2021
Q3 		$359K Sell
2,995
-50
-2% -$6.36K 0.19% 120
2021
Q2 		$395K Buy
3,045
+20
+0.7% +$2.66K 0.22% 109
2021
Q1 		$383K Buy
+3,025
New +$357K 0.24% 101

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

Kendall Capital Management's SJM Position: Q2 2026 in Review

Kendall Capital Management increased its J.M. Smucker (SJM) stake by 67% in Q2 2026, buying an estimated $308K and bringing the position to 7,545 shares worth $849K. The position accounts for 0.14% of the portfolio, ranked #140.

Kendall Capital Management first reported a position in SJM in Q1 2021 and has held it in 18 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Kendall Capital Management held 7,545 shares of J.M. Smucker worth $849K as of Q2 2026.
  • Kendall Capital Management bought 3,025 J.M. Smucker shares in Q2 2026, an estimated $308K.
  • J.M. Smucker made up 0.14% of Kendall Capital Management's portfolio in Q2 2026, its #140 holding.
  • Kendall Capital Management first reported a position in J.M. Smucker in Q1 2021 and has held it in 18 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.