Lido Advisors
SJM icon

Lido Advisors’s J.M. Smucker SJM Stock Holding History

Lido Advisors’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 		$694K Buy
6,168
+3,855
+167% +$393K ﹤0.01% 1294
2026
Q1 		$223K Sell
2,313
-687
-23% -$71.9K ﹤0.01% 1726
2025
Q4 		$321K Buy
3,000
+258
+9% +$26.7K ﹤0.01% 1529
2025
Q3 		$298K Buy
2,742
+227
+9% +$24.7K ﹤0.01% 1495
2025
Q2 		$247K Sell
2,515
-6,598
-72% -$725K ﹤0.01% 1422
2025
Q1 		$1.08M Buy
9,113
+1,227
+16% +$133K ﹤0.01% 746
2024
Q4 		$868K Buy
7,886
+40
+0.5% +$4.6K ﹤0.01% 814
2024
Q3 		$950K Buy
7,846
+881
+13% +$104K ﹤0.01% 728
2024
Q2 		$759K Sell
6,965
-5,101
-42% -$577K ﹤0.01% 777
2024
Q1 		$1.52M Buy
+12,066
New +$1.53M 0.01% 508
2023
Q4 		– Sell
-2,389
Closed -$294K – 1426
2023
Q3 		$294K Sell
2,389
-9,604
-80% -$1.36M ﹤0.01% 923
2023
Q2 		$1.77M Sell
11,993
-7,127
-37% -$1.09M 0.01% 394
2023
Q1 		$3.01M Buy
19,120
+17,366
+990% +$2.64M 0.03% 269
2022
Q4 		$278K Sell
1,754
-191
-10% -$28.5K ﹤0.01% 811
2022
Q3 		$267K Sell
1,945
-8,226
-81% -$1.12M ﹤0.01% 797
2022
Q2 		$1.3M Sell
10,171
-1,689
-14% -$225K 0.02% 290
2022
Q1 		$1.6M Buy
11,860
+2,402
+25% +$327K 0.02% 292
2021
Q4 		$1.28M Buy
9,458
+795
+9% +$101K 0.01% 357
2021
Q3 		$1.04M Sell
8,663
-81
-0.9% -$10.3K 0.01% 398
2021
Q2 		$1.13M Sell
8,744
-345
-4% -$45.8K 0.02% 352
2021
Q1 		$1.15M Buy
9,089
+1,772
+24% +$209K 0.02% 306
2020
Q4 		$845K Buy
+7,317
New +$850K 0.02% 353

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

Lido Advisors's SJM Position: Q2 2026 in Review

Lido Advisors increased its J.M. Smucker (SJM) stake by 167% in Q2 2026, buying an estimated $393K and bringing the position to 6,168 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Lido Advisors first reported a position in SJM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.01M in Q1 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Lido Advisors held 6,168 shares of J.M. Smucker worth $694K as of Q2 2026.
  • Lido Advisors bought 3,855 J.M. Smucker shares in Q2 2026, an estimated $393K.
  • J.M. Smucker made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1294 holding.
  • Lido Advisors first reported a position in J.M. Smucker in Q4 2020 and has held it in 22 quarters since.
  • Lido Advisors's J.M. Smucker position peaked at $3.01M in Q1 2023.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.