Moors & Cabot
SJM icon

Moors & Cabot’s J.M. Smucker SJM Stock Holding History

Moors & Cabot’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
Q3 		$1.04M Sell
8,778
-54
-0.6% -$6.5K 0.04% 381
2026
Q2 		$994K Sell
8,832
-290
-3% -$29.5K 0.04% 390
2026
Q1 		$880K Sell
9,122
-25
-0.3% -$2.62K 0.04% 400
2025
Q4 		$895K Buy
9,147
+180
+2% +$18.6K 0.04% 383
2025
Q3 		$974K Sell
8,967
-31
-0.3% -$3.37K 0.04% 362
2025
Q2 		$884K Sell
8,998
-59
-0.7% -$6.49K 0.04% 367
2025
Q1 		$1.07M Sell
9,057
-174
-2% -$18.8K 0.05% 303
2024
Q4 		$1.02M Buy
9,231
+30
+0.3% +$3.45K 0.05% 330
2024
Q3 		$1.11M Buy
9,201
+184
+2% +$21.7K 0.06% 307
2024
Q2 		$983K Buy
+9,017
New +$1.02M 0.05% 311
2019
Q4 		– Sell
-1,671
Closed -$185K – 689
2019
Q3 		$185K Sell
1,671
-162
-9% -$18.1K 0.02% 556
2019
Q2 		$216K Sell
1,833
-244
-12% -$29.8K 0.03% 493
2019
Q1 		$245K Buy
+2,077
New +$217K 0.03% 438
2018
Q4 		– Sell
-5,737
Closed -$587K – 566
2018
Q3 		$587K Sell
5,737
-1,423
-20% -$155K 0.07% 278
2018
Q2 		$771K Sell
7,160
-180
-2% -$20.2K 0.1% 216
2018
Q1 		$910K Sell
7,340
-246
-3% -$30.7K 0.12% 201
2017
Q4 		$935K Buy
7,586
+781
+11% +$86.8K 0.12% 194
2017
Q3 		$712K Sell
6,805
-3,836
-36% -$438K 0.1% 231
2017
Q2 		$1.27M Buy
10,641
+3,239
+44% +$409K 0.21% 128
2017
Q1 		$967K Sell
7,402
-1,443
-16% -$196K 0.16% 160
2016
Q4 		$1.14M Buy
8,845
+3,126
+55% +$405K 0.19% 133
2016
Q3 		$786K Buy
+5,719
New +$839K 0.13% 190

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Moors & Cabot's SJM Position: Q3 2026 in Review

Moors & Cabot reduced its J.M. Smucker (SJM) stake by 0.61% in Q3 2026, selling an estimated $6.5K and leaving 8,778 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #381.

Moors & Cabot first reported a position in SJM in Q3 2016 and has held it in 22 quarters since. The position peaked at $1.27M in Q2 2017. 547 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Moors & Cabot held 8,778 shares of J.M. Smucker worth $1.04M as of Q3 2026.
  • Moors & Cabot sold 54 J.M. Smucker shares in Q3 2026, an estimated $6.5K.
  • J.M. Smucker made up 0.04% of Moors & Cabot's portfolio in Q3 2026, its #381 holding.
  • Moors & Cabot first reported a position in J.M. Smucker in Q3 2016 and has held it in 22 quarters since.
  • Moors & Cabot's J.M. Smucker position peaked at $1.27M in Q2 2017.
  • 547 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.