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

Mirabella 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	–	Sell	-2,186	Closed	-$211K	–	1109
2026 Q1	$211K	Sell	2,186 -2,540	-54%	-$266K	0.02%	760
2025 Q4	$462K	Buy	+4,726	New	+$489K	0.04%	296
2023 Q3	–	Sell	-3,500	Closed	-$517K	–	597
2023 Q2	$517K	Buy	+3,500	New	+$534K	0.06%	290
2023 Q1	–	Sell	-24,399	Closed	-$3.87M	–	574
2022 Q4	$3.87M	Buy	+24,399	New	+$3.63M	0.35%	53
2020 Q4	–	Sell	-1,770	Closed	-$204K	–	470
2020 Q3	$204K	Buy	+1,770	New	+$197K	0.03%	283

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

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

Mirabella Financial Services sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 2,186 shares — an estimated $211K sold.

Mirabella Financial Services first reported a position in SJM in Q3 2020 and held it in 5 quarters. The position peaked at $3.87M in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Mirabella Financial Services reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 2,186 J.M. Smucker shares in Q2 2026, an estimated $211K.
Mirabella Financial Services first reported a position in J.M. Smucker in Q3 2020 and held it in 5 quarters.
Mirabella Financial Services's J.M. Smucker position peaked at $3.87M in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.