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Oak Thistle LLC’s J.M. Smucker SJM Stock Holding History

Oak Thistle LLC’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 		$6.3M Buy
55,985
+28,478
+104% +$2.9M 0.61% 22
2026
Q1 		$2.65M Buy
+27,507
New +$2.88M 0.26% 143
2025
Q4 		– Sell
-23,227
Closed -$2.52M – 636
2025
Q3 		$2.52M Buy
+23,227
New +$2.52M 0.38% 59
2023
Q4 		– Sell
-12,771
Closed -$1.57M – 629
2023
Q3 		$1.57M Buy
+12,771
New +$1.81M 0.46% 31

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 40.91% 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

Oak Thistle LLC's SJM Position: Q2 2026 in Review

Oak Thistle LLC increased its J.M. Smucker (SJM) stake by 104% in Q2 2026, buying an estimated $2.9M and bringing the position to 55,985 shares worth $6.3M. The position accounts for 0.61% of the portfolio, ranked #22.

Oak Thistle LLC first reported a position in SJM in Q3 2023 and has held it in 4 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Oak Thistle LLC held 55,985 shares of J.M. Smucker worth $6.3M as of Q2 2026.
  • Oak Thistle LLC bought 28,478 J.M. Smucker shares in Q2 2026, an estimated $2.9M.
  • J.M. Smucker made up 0.61% of Oak Thistle LLC's portfolio in Q2 2026, its #22 holding.
  • Oak Thistle LLC first reported a position in J.M. Smucker in Q3 2023 and has held it in 4 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.