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

NEOS 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 		$1.85M Buy
16,446
+1,885
+13% +$192K 0.01% 529
2026
Q1 		$1.4M Buy
14,561
+11,674
+404% +$1.22M 0.01% 533
2025
Q4 		$282K Buy
2,887
+11
+0.4% +$1.14K ﹤0.01% 639
2025
Q3 		$312K Buy
+2,876
New +$312K ﹤0.01% 609

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

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

NEOS Investment Management increased its J.M. Smucker (SJM) stake by 13% in Q2 2026, buying an estimated $192K and bringing the position to 16,446 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #529.

NEOS Investment Management first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • NEOS Investment Management held 16,446 shares of J.M. Smucker worth $1.85M as of Q2 2026.
  • NEOS Investment Management bought 1,885 J.M. Smucker shares in Q2 2026, an estimated $192K.
  • J.M. Smucker made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #529 holding.
  • NEOS Investment Management first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.