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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kendall Capital Management's SJM Position: Q1 2026 in Review

Kendall Capital Management held its J.M. Smucker (SJM) position steady in Q1 2026 at 4,520 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #170.

Kendall Capital Management first reported a position in SJM in Q1 2021 and has held it in 17 quarters since. The position peaked at $538K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Kendall Capital Management held 4,520 shares of J.M. Smucker worth $436K as of Q1 2026.
Kendall Capital Management left its J.M. Smucker share count unchanged in Q1 2026.
J.M. Smucker made up 0.09% of Kendall Capital Management's portfolio in Q1 2026, its #170 holding.
Kendall Capital Management first reported a position in J.M. Smucker in Q1 2021 and has held it in 17 quarters since.
Kendall Capital Management's J.M. Smucker position peaked at $538K in Q3 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.