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MTM Investment Management’s J.M. Smucker SJM Stock Holding History

MTM Investment 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 		$11.4K Hold
101
– – ﹤0.01% 510
2026
Q1 		$9.74K Hold
101
– – ﹤0.01% 529
2025
Q4 		$9.88K Hold
101
– – ﹤0.01% 531
2025
Q3 		$11K Hold
101
– – ﹤0.01% 525
2025
Q2 		$9.92K Buy
+101
New +$11.1K ﹤0.01% 539

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

MTM Investment Management's SJM Position: Q2 2026 in Review

MTM Investment Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 101 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

MTM Investment Management first reported a position in SJM in Q2 2025 and has held it in 5 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • MTM Investment Management held 101 shares of J.M. Smucker worth $11.4K as of Q2 2026.
  • MTM Investment Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #510 holding.
  • MTM Investment Management first reported a position in J.M. Smucker in Q2 2025 and has held it in 5 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.