Marietta Investment Partners’s J.M. Smucker SJM Stock Holding History

Marietta Investment Partners’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	$261K	Hold	2,320	–	–	0.04%	155
2026 Q1	$224K	Hold	2,320	–	–	0.04%	154
2025 Q4	$227K	Sell	2,320 -5	-0.2%	-$517	0.05%	157
2025 Q3	$252K	Buy	2,325 +5	+0.2%	+$543	0.05%	156
2025 Q2	$228K	Hold	2,320	–	–	0.05%	150
2025 Q1	$275K	Hold	2,320	–	–	0.07%	143
2024 Q4	$255K	Hold	2,320	–	–	0.06%	146
2024 Q3	$281K	Hold	2,320	–	–	0.06%	143
2024 Q2	$253K	Hold	2,320	–	–	0.06%	146
2024 Q1	$292K	Hold	2,320	–	–	0.06%	142
2023 Q4	$293K	Sell	2,320 -26	-1%	-$3.01K	0.07%	140
2023 Q3	$288K	Hold	2,346	–	–	0.08%	139
2023 Q2	$346K	Hold	2,346	–	–	0.09%	132
2023 Q1	$369K	Hold	2,346	–	–	0.1%	132
2022 Q4	$372K	Hold	2,346	–	–	0.11%	135
2022 Q3	$350K	Sell	2,346 -1	-0%	-$136	0.1%	134
2022 Q2	$300K	Hold	2,347	–	–	0.09%	145
2022 Q1	$318K	Hold	2,347	–	–	0.07%	154
2021 Q4	$319K	Hold	2,347	–	–	0.07%	156
2021 Q3	$282K	Hold	2,347	–	–	0.06%	163
2021 Q2	$304K	Hold	2,347	–	–	0.07%	156
2021 Q1	$297K	Hold	2,347	–	–	0.07%	151
2020 Q4	$271K	Hold	2,347	–	–	0.07%	136
2020 Q3	$271K	Sell	2,347 -26	-1%	-$2.9K	0.08%	126
2020 Q2	$251K	Sell	2,373 -205	-8%	-$23K	0.08%	126
2020 Q1	$286K	Hold	2,578	–	–	0.12%	106
2019 Q4	$268K	Hold	2,578	–	–	0.09%	134
2019 Q3	$284K	Hold	2,578	–	–	0.1%	128
2019 Q2	$297K	Hold	2,578	–	–	0.1%	124
2019 Q1	$300K	Sell	2,578 -160	-6%	-$16.7K	0.09%	120
2018 Q4	$256K	Hold	2,738	–	–	0.1%	116
2018 Q3	$281K	Sell	2,738 -70	-2%	-$7.64K	0.08%	125
2018 Q2	$302K	Sell	2,808 -286	-9%	-$32.1K	0.09%	116
2018 Q1	$384K	Hold	3,094	–	–	0.12%	104
2017 Q4	$384K	Hold	3,094	–	–	0.11%	107
2017 Q3	$325K	Hold	3,094	–	–	0.1%	108
2017 Q2	$366K	Hold	3,094	–	–	0.12%	108
2017 Q1	$406K	Hold	3,094	–	–	0.14%	104
2016 Q4	$396K	Hold	3,094	–	–	0.14%	97
2016 Q3	$419K	Hold	3,094	–	–	0.14%	109
2016 Q2	$472K	Hold	3,094	–	–	0.17%	99
2016 Q1	$402K	Hold	3,094	–	–	0.17%	95
2015 Q4	$382K	Hold	3,094	–	–	0.15%	98
2015 Q3	$365K	Hold	3,094	–	–	0.14%	95
2015 Q2	$335K	Hold	3,094	–	–	0.13%	95
2015 Q1	$358K	Sell	3,094 -52	-2%	-$5.7K	0.14%	90
2014 Q4	$318K	Hold	3,146	–	–	0.13%	103
2014 Q3	$311K	Hold	3,146	–	–	0.14%	87
2014 Q2	$335K	Hold	3,146	–	–	0.14%	88
2014 Q1	$306K	Hold	3,146	–	–	0.12%	108
2013 Q4	$326K	Hold	3,146	–	–	0.12%	111
2013 Q3	$330K	Hold	3,146	–	–	0.13%	104
2013 Q2	$325K	Buy	+3,146	New	+$320K	0.14%	105

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Marietta Investment Partners's SJM Position: Q2 2026 in Review

Marietta Investment Partners held its J.M. Smucker (SJM) position steady in Q2 2026 at 2,320 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #155.

Marietta Investment Partners first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $472K in Q2 2016. 776 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Marietta Investment Partners held 2,320 shares of J.M. Smucker worth $261K as of Q2 2026.
Marietta Investment Partners left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.04% of Marietta Investment Partners's portfolio in Q2 2026, its #155 holding.
Marietta Investment Partners first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
Marietta Investment Partners's J.M. Smucker position peaked at $472K in Q2 2016.
776 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.