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Money Concepts Capital’s J.M. Smucker SJM Stock Holding History

Money Concepts Capital’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 		$467K Sell
4,151
-78
-2% -$7.95K 0.02% 426
2026
Q1 		$408K Buy
4,229
+62
+1% +$6.49K 0.02% 407
2025
Q4 		$408K Buy
4,167
+324
+8% +$33.5K 0.02% 379
2025
Q3 		$417K Sell
3,843
-134
-3% -$14.6K 0.03% 346
2025
Q2 		$391K Buy
3,977
+380
+11% +$41.8K 0.03% 336
2025
Q1 		$426K Sell
3,597
-196
-5% -$21.2K 0.03% 314
2024
Q4 		$418K Sell
3,793
-116
-3% -$13.3K 0.03% 313
2024
Q3 		$473K Sell
3,909
-35
-0.9% -$4.12K 0.04% 297
2024
Q2 		$430K Sell
3,944
-16
-0.4% -$1.81K 0.04% 300
2024
Q1 		$498K Buy
3,960
+472
+14% +$59.8K 0.05% 290
2023
Q4 		$441K Buy
3,488
+324
+10% +$37.5K 0.04% 290
2023
Q3 		$389K Buy
3,164
+262
+9% +$37.2K 0.04% 269
2023
Q2 		$428K Sell
2,902
-196
-6% -$29.9K 0.04% 272
2023
Q1 		$488K Sell
3,098
-1,031
-25% -$157K 0.03% 291
2022
Q4 		$654K Buy
4,129
+1,020
+33% +$152K 0.03% 371
2022
Q3 		$427K Buy
3,109
+87
+3% +$11.9K 0.03% 313
2022
Q2 		$396K Sell
3,022
-578
-16% -$77.1K 0.04% 313
2022
Q1 		$487K Buy
3,600
+763
+27% +$104K 0.03% 450
2021
Q4 		$385K Buy
+2,837
New +$362K 0.03% 356
2021
Q1 		$376K Buy
2,974
+3
+0.1% +$354 0.03% 367
2020
Q4 		$343K Buy
+2,971
New +$345K 0.03% 343

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 $3.38T AUM 44.17% 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

Money Concepts Capital's SJM Position: Q2 2026 in Review

Money Concepts Capital reduced its J.M. Smucker (SJM) stake by 1.8% in Q2 2026, selling an estimated $7.95K and leaving 4,151 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #426.

Money Concepts Capital first reported a position in SJM in Q4 2020 and has held it in 21 quarters since. The position peaked at $654K in Q4 2022. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Money Concepts Capital held 4,151 shares of J.M. Smucker worth $467K as of Q2 2026.
  • Money Concepts Capital sold 78 J.M. Smucker shares in Q2 2026, an estimated $7.95K.
  • J.M. Smucker made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #426 holding.
  • Money Concepts Capital first reported a position in J.M. Smucker in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's J.M. Smucker position peaked at $654K in Q4 2022.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.