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NorthRock Partners’s J.M. Smucker SJM Stock Holding History

NorthRock Partners’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 		$304K Buy
2,706
+1
+0% +$102 ﹤0.01% 532
2026
Q1 		$261K Sell
2,705
-750
-22% -$78.5K ﹤0.01% 564
2025
Q4 		$338K Buy
3,455
+1,113
+48% +$115K 0.01% 449
2025
Q3 		$254K Buy
+2,342
New +$254K ﹤0.01% 755

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

NorthRock Partners's SJM Position: Q2 2026 in Review

NorthRock Partners increased its J.M. Smucker (SJM) stake by 0.04% in Q2 2026, buying an estimated $102 and bringing the position to 2,706 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

NorthRock Partners first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q4 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • NorthRock Partners held 2,706 shares of J.M. Smucker worth $304K as of Q2 2026.
  • NorthRock Partners bought 1 J.M. Smucker share in Q2 2026, an estimated $102.
  • J.M. Smucker made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #532 holding.
  • NorthRock Partners first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • NorthRock Partners's J.M. Smucker position peaked at $338K in Q4 2025.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.