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Nearwater Capital Markets’s J.M. Smucker SJM Stock Holding History

Nearwater Capital Markets’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
-200,000
Closed -$19.3M – 137
2026
Q1 		$19.3M Sell
200,000
-480,000
-71% -$50.3M 0.46% 56
2025
Q4 		$66.5M Hold
680,000
– – 1.14% 27
2025
Q3 		$73.8M Buy
+680,000
New +$73.8M 0.99% 21

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

Nearwater Capital Markets's SJM Position: Q2 2026 in Review

Nearwater Capital Markets sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 200,000 shares — an estimated $19.3M sold.

Nearwater Capital Markets first reported a position in SJM in Q3 2025 and held it in 3 quarters. The position peaked at $73.8M in Q3 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Nearwater Capital Markets reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 200,000 J.M. Smucker shares in Q2 2026, an estimated $19.3M.
  • Nearwater Capital Markets first reported a position in J.M. Smucker in Q3 2025 and held it in 3 quarters.
  • Nearwater Capital Markets's J.M. Smucker position peaked at $73.8M in Q3 2025.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.