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Midwest Capital Advisors’s J.M. Smucker SJM Stock Holding History

Midwest Capital Advisors’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
-100
Closed -$9.64K – 219
2026
Q1 		$9.64K Hold
100
– – ﹤0.01% 166
2025
Q4 		$9.78K Buy
+100
New +$10.3K ﹤0.01% 157

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

Midwest Capital Advisors's SJM Position: Q2 2026 in Review

Midwest Capital Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 100 shares — an estimated $9.64K sold.

Midwest Capital Advisors first reported a position in SJM in Q4 2025 and held it in 2 quarters. The position peaked at $9.78K in Q4 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Midwest Capital Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Midwest Capital Advisors sold 100 J.M. Smucker shares in Q2 2026, an estimated $9.64K.
  • Midwest Capital Advisors first reported a position in J.M. Smucker in Q4 2025 and held it in 2 quarters.
  • Midwest Capital Advisors's J.M. Smucker position peaked at $9.78K in Q4 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.