Matthew Hamilton Rosenberg’s J.M. Smucker SJM Stock Holding History

Matthew Hamilton Rosenberg’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	$11.8K	Hold	105	–	–	﹤0.01%	607
2026 Q1	$10.1K	Hold	105	–	–	﹤0.01%	610
2025 Q4	$10.3K	Sell	105 -145	-58%	-$15K	﹤0.01%	625
2025 Q3	$27.1K	Sell	250 -120	-32%	-$13K	0.01%	497
2025 Q2	$36.3K	Hold	370	–	–	0.01%	485
2025 Q1	$43.8K	Hold	370	–	–	0.01%	444
2024 Q4	$40.7K	Sell	370 -293	-44%	-$33.7K	0.01%	448
2024 Q3	$80.3K	Hold	663	–	–	0.02%	357
2024 Q2	$73.3K	Hold	663	–	–	0.02%	356
2024 Q1	$82.7K	Hold	663	–	–	0.02%	346
2023 Q4	$83.8K	Hold	663	–	–	0.03%	340
2023 Q3	$81.5K	Hold	663	–	–	0.03%	332
2023 Q2	$97.9K	Buy	663 +1	+0.2%	+$153	0.03%	298
2023 Q1	$104K	Hold	662	–	–	0.03%	300
2022 Q4	$105K	Hold	662	–	–	0.04%	295
2022 Q3	$91K	Hold	662	–	–	0.04%	308
2022 Q2	$87K	Hold	662	–	–	0.03%	330
2022 Q1	$90K	Hold	662	–	–	0.03%	330
2021 Q4	$90K	Hold	662	–	–	0.03%	321
2021 Q3	$79K	Hold	662	–	–	0.03%	320
2021 Q2	$86K	Hold	662	–	–	0.04%	287
2021 Q1	$84K	Buy	662 +225	+51%	+$26.6K	0.05%	278
2020 Q4	$51K	Buy	+437	New	+$50.8K	0.03%	327

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

Matthew Hamilton Rosenberg's SJM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its J.M. Smucker (SJM) position steady in Q2 2026 at 105 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Matthew Hamilton Rosenberg first reported a position in SJM in Q4 2020 and has held it in 23 quarters since. The position peaked at $105K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Matthew Hamilton Rosenberg held 105 shares of J.M. Smucker worth $11.8K as of Q2 2026.
Matthew Hamilton Rosenberg left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #607 holding.
Matthew Hamilton Rosenberg first reported a position in J.M. Smucker in Q4 2020 and has held it in 23 quarters since.
Matthew Hamilton Rosenberg's J.M. Smucker position peaked at $105K in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.