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

North Star 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	$252K	Buy	2,241 +3	+0.1%	+$306	0.01%	487
2026 Q1	$216K	Sell	2,238 -331	-13%	-$34.7K	0.01%	490
2025 Q4	$251K	Sell	2,569 -998	-28%	-$103K	0.02%	416
2025 Q3	$387K	Buy	3,567 +3	+0.1%	+$326	0.02%	345
2025 Q2	$350K	Sell	3,564 -400	-10%	-$44K	0.02%	345
2025 Q1	$469K	Buy	3,964 +1	+0%	+$108	0.03%	322
2024 Q4	$436K	Sell	3,963 -57	-1%	-$6.56K	0.03%	337
2024 Q3	$487K	Sell	4,020 -14	-0.3%	-$1.65K	0.03%	322
2024 Q2	$440K	Buy	4,034 +1	+0%	+$113	0.03%	335
2024 Q1	$508K	Sell	4,033 -100	-2%	-$12.7K	0.04%	327
2023 Q4	$522K	Sell	4,133 -22,448	-84%	-$2.6M	0.04%	323
2023 Q3	$3.27M	Buy	26,581 +296	+1%	+$42K	0.28%	93
2023 Q2	$3.88M	Sell	26,285 -245	-0.9%	-$37.4K	0.31%	79
2023 Q1	$4.18M	Sell	26,530 -29	-0.1%	-$4.41K	0.34%	71
2022 Q4	$4.21M	Sell	26,559 -89	-0.3%	-$13.3K	0.37%	67
2022 Q3	$3.66M	Buy	26,648 +136	+0.5%	+$18.5K	0.36%	64
2022 Q2	$3.39M	Sell	26,512 -134	-0.5%	-$17.9K	0.31%	81
2022 Q1	$3.61M	Buy	26,646 +568	+2%	+$77.4K	0.28%	90
2021 Q4	$3.54M	Buy	26,078 +616	+2%	+$78.6K	0.25%	93
2021 Q3	$3.06M	Sell	25,462 -14,275	-36%	-$1.81M	0.25%	102
2021 Q2	$5.15M	Buy	39,737 +31	+0.1%	+$4.12K	0.41%	62
2021 Q1	$5.02M	Buy	39,706 +4,290	+12%	+$506K	0.47%	54
2020 Q4	$4.09M	Buy	35,416 +406	+1%	+$47.2K	0.43%	61
2020 Q3	$4.04M	Buy	35,010 +10,280	+42%	+$1.15M	0.48%	55
2020 Q2	$2.62M	Buy	24,730 +23,994	+3,260%	+$2.7M	0.34%	79
2020 Q1	$82K	Sell	736 -350	-32%	-$37.4K	0.01%	416
2019 Q4	$113K	Sell	1,086 -1,750	-62%	-$185K	0.01%	422
2019 Q3	$312K	Sell	2,836 -54	-2%	-$6.02K	0.03%	315
2019 Q2	$333K	Hold	2,890	–	–	0.04%	314
2019 Q1	$337K	Hold	2,890	–	–	0.04%	311
2018 Q4	$270K	Hold	2,890	–	–	0.04%	305
2018 Q3	$297K	Sell	2,890 -370	-11%	-$40.4K	0.03%	310
2018 Q2	$350K	Hold	3,260	–	–	0.04%	296
2018 Q1	$404K	Buy	3,260 +510	+19%	+$63.7K	0.05%	283
2017 Q4	$342K	Hold	2,750	–	–	0.04%	291
2017 Q3	$289K	Hold	2,750	–	–	0.04%	308
2017 Q2	$325K	Hold	2,750	–	–	0.04%	292
2017 Q1	$360K	Hold	2,750	–	–	0.05%	279
2016 Q4	$352K	Buy	2,750 +400	+17%	+$51.8K	0.05%	265
2016 Q3	$319K	Hold	2,350	–	–	0.06%	251
2016 Q2	$358K	Hold	2,350	–	–	0.07%	241
2016 Q1	$305K	Hold	2,350	–	–	0.06%	252
2015 Q4	$290K	Hold	2,350	–	–	0.06%	257
2015 Q3	$268K	Hold	2,350	–	–	0.06%	260
2015 Q2	$255K	Hold	2,350	–	–	0.05%	264
2015 Q1	$272K	Hold	2,350	–	–	0.05%	251
2014 Q4	$237K	Hold	2,350	–	–	0.05%	258
2014 Q3	$233K	Hold	2,350	–	–	0.05%	252
2014 Q2	$250K	Sell	2,350 -3	-0.1%	-$301	0.05%	253
2014 Q1	$229K	Hold	2,353	–	–	0.05%	261
2013 Q4	$244K	Hold	2,353	–	–	0.05%	269
2013 Q3	$247K	Hold	2,353	–	–	0.07%	240
2013 Q2	$243K	Buy	+2,353	New	+$240K	0.06%	245

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

North Star Investment Management's SJM Position: Q2 2026 in Review

North Star Investment Management increased its J.M. Smucker (SJM) stake by 0.13% in Q2 2026, buying an estimated $306 and bringing the position to 2,241 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #487.

North Star Investment Management first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.15M in Q2 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

North Star Investment Management held 2,241 shares of J.M. Smucker worth $252K as of Q2 2026.
North Star Investment Management bought 3 J.M. Smucker shares in Q2 2026, an estimated $306.
J.M. Smucker made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #487 holding.
North Star Investment Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
North Star Investment Management's J.M. Smucker position peaked at $5.15M in Q2 2021.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.