LECAP Asset Management’s J.M. Smucker SJM Stock Holding History

LECAP Asset 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	$1.18M	Sell	10,530 -2,734	-21%	-$278K	0.51%	64
2026 Q1	$1.28M	Buy	13,264 +9,951	+300%	+$1.04M	0.48%	79
2025 Q4	$324K	Sell	3,313 -7,379	-69%	-$763K	0.13%	236
2025 Q3	$1.16M	Buy	+10,692	New	+$1.16M	0.4%	104
2025 Q2	–	Sell	-14,041	Closed	-$1.66M	–	383
2025 Q1	$1.66M	Buy	14,041 +1,188	+9%	+$128K	0.39%	113
2024 Q4	$1.42M	Buy	+12,853	New	+$1.48M	0.38%	108
2024 Q1	–	Sell	-2,984	Closed	-$377K	–	374
2023 Q4	$377K	Buy	+2,984	New	+$346K	0.14%	236

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

LECAP Asset Management's SJM Position: Q2 2026 in Review

LECAP Asset Management reduced its J.M. Smucker (SJM) stake by 21% in Q2 2026, selling an estimated $278K and leaving 10,530 shares worth $1.18M. The position accounts for 0.51% of the portfolio, ranked #64.

LECAP Asset Management first reported a position in SJM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

LECAP Asset Management held 10,530 shares of J.M. Smucker worth $1.18M as of Q2 2026.
LECAP Asset Management sold 2,734 J.M. Smucker shares in Q2 2026, an estimated $278K.
J.M. Smucker made up 0.51% of LECAP Asset Management's portfolio in Q2 2026, its #64 holding.
LECAP Asset Management first reported a position in J.M. Smucker in Q4 2023 and has held it in 7 quarters since.
LECAP Asset Management's J.M. Smucker position peaked at $1.66M in Q1 2025.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.