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Neo Ivy Capital Management’s J.M. Smucker SJM Stock Holding History

Neo Ivy Capital 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
Q1 		$1.33M Buy
+13,822
New +$1.45M 0.35% 111
2025
Q4 		– Sell
-9,182
Closed -$997K – 517
2025
Q3 		$997K Buy
+9,182
New +$997K 0.24% 144
2025
Q2 		– Sell
-4,704
Closed -$557K – 463
2025
Q1 		$557K Buy
4,704
+1,425
+43% +$154K 0.18% 183
2024
Q4 		$361K Buy
+3,279
New +$377K 0.07% 184
2024
Q3 		– Sell
-33,548
Closed -$3.66M – 383
2024
Q2 		$3.66M Buy
+33,548
New +$3.8M 0.72% 54
2023
Q3 		– Sell
-2,439
Closed -$360K – 446
2023
Q2 		$360K Buy
+2,439
New +$372K 0.19% 165
2022
Q4 		$723K Buy
+4,560
New +$679K 0.49% 74
2022
Q3 		– Sell
-398
Closed -$50K – 529
2022
Q2 		$50K Buy
+398
New +$53.1K 0.13% 230
2022
Q1 		– Sell
-200
Closed -$27K – 581
2021
Q4 		$27K Sell
200
-292
-59% -$37.2K 0.04% 343
2021
Q3 		$52K Sell
492
-59
-11% -$7.5K 0.06% 318
2021
Q2 		$71K Buy
+551
New +$73.2K 0.07% 291
2021
Q1 		– Sell
-1,097
Closed -$127K – 610
2020
Q4 		$127K Buy
1,097
+621
+130% +$72.2K 0.14% 223
2020
Q3 		$54K Sell
476
-16
-3% -$1.78K 0.05% 357
2020
Q2 		$52K Buy
492
+339
+222% +$38.1K 0.06% 318
2020
Q1 		$17K Buy
+153
New +$16.4K 0.03% 396
2019
Q4 		– Sell
-6,088
Closed -$640K – 381
2019
Q3 		$640K Buy
6,088
+1,038
+21% +$116K 0.42% 116
2019
Q2 		$582K Buy
+5,050
New +$617K 0.33% 147
2019
Q1 		– Sell
-12,058
Closed -$1.13M – 388
2018
Q4 		$1.13M Buy
+12,058
New +$1.26M 0.89% 10

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neo Ivy Capital Management's SJM Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in J.M. Smucker (SJM) in Q1 2026: 13,822 shares worth $1.33M. The stake represents 0.35% of the portfolio and ranks #111 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in SJM as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in SJM in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.66M in Q2 2024. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Neo Ivy Capital Management held 13,822 shares of J.M. Smucker worth $1.33M as of Q1 2026.
  • J.M. Smucker was a new Neo Ivy Capital Management position in Q1 2026.
  • J.M. Smucker made up 0.35% of Neo Ivy Capital Management's portfolio in Q1 2026, its #111 holding.
  • Neo Ivy Capital Management first reported a position in J.M. Smucker in Q4 2018 and has held it in 18 quarters since.
  • Neo Ivy Capital Management's J.M. Smucker position peaked at $3.66M in Q2 2024.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.