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Mendel Money Management’s J.M. Smucker SJM Stock Holding History

Mendel Money Management’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 		– Sell
-2,180
Closed -$210K – 141
2026
Q1 		$210K Sell
2,180
-200
-8% -$20.9K 0.09% 137
2025
Q4 		$233K Sell
2,380
-1,912
-45% -$198K 0.1% 140
2025
Q3 		$466K Sell
4,292
-9
-0.2% -$977 0.2% 109
2025
Q2 		$422K Buy
4,301
+75
+2% +$8.25K 0.19% 106
2025
Q1 		$500K Buy
4,226
+293
+7% +$31.6K 0.24% 100
2024
Q4 		$433K Buy
3,933
+117
+3% +$13.5K 0.19% 106
2024
Q3 		$462K Buy
3,816
+25
+0.7% +$2.94K 0.2% 105
2024
Q2 		$413K Buy
3,791
+36
+1% +$4.07K 0.19% 103
2024
Q1 		$473K Buy
3,755
+392
+12% +$49.6K 0.22% 93
2023
Q4 		$425K Buy
3,363
+885
+36% +$103K 0.2% 95
2023
Q3 		$305K Hold
2,478
– – 0.16% 107
2023
Q2 		$366K Buy
2,478
+50
+2% +$7.63K 0.19% 98
2023
Q1 		$382K Hold
2,428
– – 0.21% 93
2022
Q4 		$385K Hold
2,428
– – 0.22% 87
2022
Q3 		$334K Buy
2,428
+30
+1% +$4.09K 0.21% 86
2022
Q2 		$307K Hold
2,398
– – 0.18% 93
2022
Q1 		$325K Buy
+2,398
New +$327K 0.16% 100

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

Mendel Money Management's SJM Position: Q2 2026 in Review

Mendel Money Management sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 2,180 shares — an estimated $210K sold.

Mendel Money Management first reported a position in SJM in Q1 2022 and held it in 17 quarters. The position peaked at $500K in Q1 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Mendel Money Management reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Mendel Money Management sold 2,180 J.M. Smucker shares in Q2 2026, an estimated $210K.
  • Mendel Money Management first reported a position in J.M. Smucker in Q1 2022 and held it in 17 quarters.
  • Mendel Money Management's J.M. Smucker position peaked at $500K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.