MG
SJM icon

Mather Group’s J.M. Smucker SJM Stock Holding History

Mather Group’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 		$195K Buy
1,731
+749
+76% +$76.3K ﹤0.01% 773
2026
Q1 		$94.7K Buy
+982
New +$103K ﹤0.01% 903
2025
Q4 		– Sell
-907
Closed -$98.5K – 1483
2025
Q3 		$98.5K Buy
+907
New +$98.5K ﹤0.01% 774
2025
Q2 		– Sell
-1,519
Closed -$180K – 1537
2025
Q1 		$180K Sell
1,519
-91
-6% -$9.83K ﹤0.01% 621
2024
Q4 		$177K Sell
1,610
-172
-10% -$19.8K ﹤0.01% 607
2024
Q3 		$216K Sell
1,782
-801
-31% -$94.4K ﹤0.01% 547
2024
Q2 		$325K Buy
2,583
+200
+8% +$22.6K ﹤0.01% 510
2024
Q1 		$301K Sell
2,383
-2
-0.1% -$253 ﹤0.01% 442
2023
Q4 		$301K Sell
2,385
-571
-19% -$66.2K ﹤0.01% 454
2023
Q3 		$363K Sell
2,956
-4,609
-61% -$655K 0.01% 399
2023
Q2 		$1.12M Sell
7,565
-947
-11% -$144K 0.02% 212
2023
Q1 		$1.34M Buy
8,512
+2,657
+45% +$404K 0.02% 181
2022
Q4 		$928K Buy
5,855
+667
+13% +$99.4K 0.02% 221
2022
Q3 		$713K Buy
+5,188
New +$707K 0.02% 239

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

Mather Group's SJM Position: Q2 2026 in Review

Mather Group increased its J.M. Smucker (SJM) stake by 76% in Q2 2026, buying an estimated $76.3K and bringing the position to 1,731 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Mather Group first reported a position in SJM in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q1 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Mather Group held 1,731 shares of J.M. Smucker worth $195K as of Q2 2026.
  • Mather Group bought 749 J.M. Smucker shares in Q2 2026, an estimated $76.3K.
  • J.M. Smucker made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #773 holding.
  • Mather Group first reported a position in J.M. Smucker in Q3 2022 and has held it in 14 quarters since.
  • Mather Group's J.M. Smucker position peaked at $1.34M in Q1 2023.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.