MV Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.6K | Buy |
112
+32
| +40% | +$3.26K | ﹤0.01% | 510 |
|
|
2026
Q1 | $7.72K | Buy |
80
+1
| +1% | +$105 | ﹤0.01% | 563 |
|
|
2025
Q4 | $7.73K | Sell |
79
-5
| -6% | -$517 | ﹤0.01% | 556 |
|
|
2025
Q3 | $9.12K | Sell |
84
-6
| -7% | -$652 | ﹤0.01% | 529 |
|
|
2025
Q2 | $8.84K | Sell |
90
-16
| -15% | -$1.76K | ﹤0.01% | 541 |
|
|
2025
Q1 | $12.6K | Sell |
106
-6
| -5% | -$648 | ﹤0.01% | 488 |
|
|
2024
Q4 | $12.3K | Sell |
112
-3
| -3% | -$345 | ﹤0.01% | 491 |
|
|
2024
Q3 | $13.9K | Sell |
115
-3
| -3% | -$353 | ﹤0.01% | 489 |
|
|
2024
Q2 | $12.9K | Buy |
118
+8
| +7% | +$905 | ﹤0.01% | 491 |
|
|
2024
Q1 | $13.8K | Buy |
110
+1
| +0.9% | +$127 | ﹤0.01% | 476 |
|
|
2023
Q4 | $13.8K | Sell |
109
-29
| -21% | -$3.36K | ﹤0.01% | 483 |
|
|
2023
Q3 | $17K | Buy |
138
+27
| +24% | +$3.83K | ﹤0.01% | 422 |
|
|
2023
Q2 | $16.4K | Buy |
111
+2
| +2% | +$305 | ﹤0.01% | 440 |
|
|
2023
Q1 | $17.2K | Buy |
109
+83
| +319% | +$12.6K | ﹤0.01% | 428 |
|
|
2022
Q4 | $4.12K | Sell |
26
-4
| -13% | -$596 | ﹤0.01% | 574 |
|
|
2022
Q3 | $4K | Buy |
30
+6
| +25% | +$818 | ﹤0.01% | 574 |
|
|
2022
Q2 | $3K | Buy |
24
+1
| +4% | +$133 | ﹤0.01% | 606 |
|
|
2022
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 636 |
|
|
2021
Q4 | $3K | Sell |
23
-2
| -8% | -$255 | ﹤0.01% | 644 |
|
|
2021
Q3 | $3K | Sell |
25
-7
| -22% | -$890 | ﹤0.01% | 653 |
|
|
2021
Q2 | $4K | Buy |
32
+26
| +433% | +$3.45K | ﹤0.01% | 542 |
|
|
2021
Q1 | $1K | Sell |
6
-18
| -75% | -$2.13K | ﹤0.01% | 429 |
|
|
2020
Q4 | $3K | Buy |
+24
| New | +$2.79K | ﹤0.01% | 280 |
|
|
2017
Q4 | – | Sell |
-140
| Closed | -$15K | – | 376 |
|
|
2017
Q3 | $15K | Sell |
140
-135
| -49% | -$15.4K | ﹤0.01% | 221 |
|
|
2017
Q2 | $33K | Hold |
275
| – | – | 0.01% | 175 |
|
|
2017
Q1 | $36K | Sell |
275
-10
| -4% | -$1.36K | 0.01% | 174 |
|
|
2016
Q4 | $36K | Hold |
285
| – | – | 0.01% | 168 |
|
|
2016
Q3 | $39K | Buy |
285
+10
| +4% | +$1.47K | 0.01% | 160 |
|
|
2016
Q2 | $42K | Hold |
275
| – | – | 0.02% | 156 |
|
|
2016
Q1 | $36K | Hold |
275
| – | – | 0.01% | 164 |
|
|
2015
Q4 | $34K | Hold |
275
| – | – | 0.01% | 179 |
|
|
2015
Q3 | $31K | Hold |
275
| – | – | 0.01% | 172 |
|
|
2015
Q2 | $30K | Hold |
275
| – | – | 0.01% | 217 |
|
|
2015
Q1 | $32K | Hold |
275
| – | – | 0.01% | 194 |
|
|
2014
Q4 | $28K | Buy |
+275
| New | +$27.9K | 0.01% | 202 |
|
Other funds holding SJM
MV Capital Management's SJM Position: Q2 2026 in Review
MV Capital Management increased its J.M. Smucker (SJM) stake by 40% in Q2 2026, buying an estimated $3.26K and bringing the position to 112 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #510.
MV Capital Management first reported a position in SJM in Q4 2014 and has held it in 35 quarters since. The position peaked at $42K in Q2 2016. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- MV Capital Management held 112 shares of J.M. Smucker worth $12.6K as of Q2 2026.
- MV Capital Management bought 32 J.M. Smucker shares in Q2 2026, an estimated $3.26K.
- J.M. Smucker made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #510 holding.
- MV Capital Management first reported a position in J.M. Smucker in Q4 2014 and has held it in 35 quarters since.
- MV Capital Management's J.M. Smucker position peaked at $42K in Q2 2016.
- 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.