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Mattson Financial Services’s J.M. Smucker SJM Stock Holding History

Mattson Financial Services’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 		$1.13M Buy
9,953
+405
+4% +$41.3K 0.24% 119
2026
Q1 		$921K Buy
9,548
+320
+3% +$33.5K 0.22% 120
2025
Q4 		$903K Sell
9,228
-286
-3% -$29.6K 0.21% 129
2025
Q3 		$1.03M Buy
+9,514
New +$1.03M 0.25% 106

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 40.91% 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

Mattson Financial Services's SJM Position: Q2 2026 in Review

Mattson Financial Services increased its J.M. Smucker (SJM) stake by 4.2% in Q2 2026, buying an estimated $41.3K and bringing the position to 9,953 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #119.

Mattson Financial Services first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Mattson Financial Services held 9,953 shares of J.M. Smucker worth $1.13M as of Q2 2026.
  • Mattson Financial Services bought 405 J.M. Smucker shares in Q2 2026, an estimated $41.3K.
  • J.M. Smucker made up 0.24% of Mattson Financial Services's portfolio in Q2 2026, its #119 holding.
  • Mattson Financial Services first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.