MAI Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.1M | Buy |
311,823
+1,837
| +0.6% | +$187K | 0.13% | 151 |
|
|
2026
Q1 | $29.9M | Buy |
309,986
+190,856
| +160% | +$20M | 0.17% | 120 |
|
|
2025
Q4 | $11.7M | Buy |
119,130
+5,240
| +5% | +$542K | 0.07% | 243 |
|
|
2025
Q3 | $12.4M | Sell |
113,890
-85
| -0.1% | -$9.23K | 0.08% | 215 |
|
|
2025
Q2 | $11.2M | Buy |
113,975
+121
| +0.1% | +$13.3K | 0.08% | 211 |
|
|
2025
Q1 | $13.5M | Buy |
113,854
+78,368
| +221% | +$8.46M | 0.1% | 176 |
|
|
2024
Q4 | $3.91M | Buy |
35,486
+19,659
| +124% | +$2.26M | 0.03% | 362 |
|
|
2024
Q3 | $1.92M | Buy |
15,827
+2,046
| +15% | +$241K | 0.02% | 408 |
|
|
2024
Q2 | $1.5M | Sell |
13,781
-686
| -5% | -$77.6K | 0.01% | 480 |
|
|
2024
Q1 | $1.82M | Buy |
14,467
+2,923
| +25% | +$370K | 0.02% | 422 |
|
|
2023
Q4 | $1.46M | Buy |
11,544
+1,256
| +12% | +$146K | 0.02% | 386 |
|
|
2023
Q3 | $1.26M | Sell |
10,288
-374
| -4% | -$53.1K | 0.02% | 387 |
|
|
2023
Q2 | $1.57M | Buy |
10,662
+85
| +0.8% | +$13K | 0.02% | 350 |
|
|
2023
Q1 | $1.66M | Buy |
10,577
+349
| +3% | +$53K | 0.03% | 327 |
|
|
2022
Q4 | $1.62M | Sell |
10,228
-339
| -3% | -$50.5K | 0.03% | 324 |
|
|
2022
Q3 | $1.45M | Buy |
10,567
+3,296
| +45% | +$449K | 0.03% | 314 |
|
|
2022
Q2 | $931K | Buy |
7,271
+3,888
| +115% | +$519K | 0.02% | 395 |
|
|
2022
Q1 | $458K | Sell |
3,383
-3
| -0.1% | -$409 | 0.01% | 590 |
|
|
2021
Q4 | $460K | Sell |
3,386
-2,095
| -38% | -$267K | 0.01% | 596 |
|
|
2021
Q3 | $658K | Buy |
5,481
+2,117
| +63% | +$269K | 0.01% | 452 |
|
|
2021
Q2 | $436K | Buy |
3,364
+101
| +3% | +$13.4K | 0.01% | 518 |
|
|
2021
Q1 | $413K | Sell |
3,263
-17
| -0.5% | -$2.01K | 0.01% | 512 |
|
|
2020
Q4 | $379K | Buy |
3,280
+1,344
| +69% | +$156K | 0.01% | 500 |
|
|
2020
Q3 | $224K | Buy |
1,936
+17
| +0.9% | +$1.9K | 0.01% | 527 |
|
|
2020
Q2 | $203K | Sell |
1,919
-9
| -0.5% | -$1.01K | 0.01% | 511 |
|
|
2020
Q1 | $214K | Buy |
+1,928
| New | +$206K | 0.01% | 485 |
|
|
2019
Q3 | – | Sell |
-1,912
| Closed | -$220K | – | 556 |
|
|
2019
Q2 | $220K | Buy |
+1,912
| New | +$233K | 0.01% | 479 |
|
|
2016
Q3 | – | Sell |
-1,625
| Closed | -$248K | – | 457 |
|
|
2016
Q2 | $248K | Sell |
1,625
-1,583
| -49% | -$211K | 0.02% | 353 |
|
|
2016
Q1 | $417K | Sell |
3,208
-750
| -19% | -$94.5K | 0.03% | 291 |
|
|
2015
Q4 | $488K | Buy |
3,958
+130
| +3% | +$15.5K | 0.04% | 274 |
|
|
2015
Q3 | $437K | Sell |
3,828
-561
| -13% | -$62.6K | 0.03% | 302 |
|
|
2015
Q2 | $476K | Sell |
4,389
-676
| -13% | -$78.2K | 0.03% | 314 |
|
|
2015
Q1 | $586K | Buy |
5,065
+461
| +10% | +$50.5K | 0.04% | 288 |
|
|
2014
Q4 | $465K | Sell |
4,604
-97
| -2% | -$9.83K | 0.03% | 303 |
|
|
2014
Q3 | $465K | Buy |
4,701
+820
| +21% | +$84.1K | 0.04% | 253 |
|
|
2014
Q2 | $414K | Buy |
3,881
+53
| +1% | +$5.32K | 0.04% | 257 |
|
|
2014
Q1 | $372K | Buy |
+3,828
| New | +$372K | 0.04% | 270 |
|
Other funds holding SJM
MAI Capital Management's SJM Position: Q2 2026 in Review
MAI Capital Management increased its J.M. Smucker (SJM) stake by 0.59% in Q2 2026, buying an estimated $187K and bringing the position to 311,823 shares worth $35.1M. The position accounts for 0.13% of the portfolio, ranked #151.
MAI Capital Management first reported a position in SJM in Q1 2014 and has held it in 37 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- MAI Capital Management held 311,823 shares of J.M. Smucker worth $35.1M as of Q2 2026.
- MAI Capital Management bought 1,837 J.M. Smucker shares in Q2 2026, an estimated $187K.
- J.M. Smucker made up 0.13% of MAI Capital Management's portfolio in Q2 2026, its #151 holding.
- MAI Capital Management first reported a position in J.M. Smucker in Q1 2014 and has held it in 37 quarters since.
- 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.