Oakworth Capital’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $225 | Sell |
2
-109
| -98% | -$11.1K | ﹤0.01% | 920 |
|
|
2026
Q1 | $10.7K | Buy |
111
+109
| +5,450% | +$11.4K | ﹤0.01% | 653 |
|
|
2025
Q4 | $196 | Hold |
2
| – | – | ﹤0.01% | 849 |
|
|
2025
Q3 | $217 | Hold |
2
| – | – | ﹤0.01% | 826 |
|
|
2025
Q2 | $196 | Hold |
2
| – | – | ﹤0.01% | 623 |
|
|
2025
Q1 | $237 | Hold |
2
| – | – | ﹤0.01% | 677 |
|
|
2024
Q4 | $220 | Hold |
2
| – | – | ﹤0.01% | 621 |
|
|
2024
Q3 | $242 | Hold |
2
| – | – | ﹤0.01% | 658 |
|
|
2024
Q2 | $218 | Hold |
2
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $252 | Hold |
2
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $253 | Hold |
2
| – | – | ﹤0.01% | 672 |
|
|
2023
Q3 | $246 | Hold |
2
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $295 | Hold |
2
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $315 | Hold |
2
| – | – | ﹤0.01% | 577 |
|
|
2022
Q4 | $317 | Sell |
2
-52
| -96% | -$7.75K | ﹤0.01% | 564 |
|
|
2022
Q3 | $7K | Hold |
54
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $7K | Hold |
54
| – | – | ﹤0.01% | 474 |
|
|
2021
Q4 | $7K | Hold |
54
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 506 |
|
|
2021
Q2 | $7K | Hold |
54
| – | – | ﹤0.01% | 499 |
|
|
2021
Q1 | $7K | Buy |
54
+52
| +2,600% | +$6.14K | ﹤0.01% | 488 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 600 |
|
|
2020
Q3 | $0 | Sell |
2
-2
| -50% | -$223 | ﹤0.01% | 604 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 591 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 561 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 579 |
|
|
2019
Q3 | $0 | Sell |
4
-4
| -50% | -$446 | ﹤0.01% | 631 |
|
|
2019
Q2 | $0 | Buy |
8
+4
| +100% | +$488 | ﹤0.01% | 649 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 596 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 599 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 626 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 646 |
|
|
2018
Q1 | $0 | Sell |
4
-2
| -33% | -$250 | ﹤0.01% | 642 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 602 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 620 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 613 |
|
|
2017
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 616 |
|
|
2016
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 621 |
|
|
2016
Q3 | $1K | Buy |
6
+2
| +50% | +$294 | ﹤0.01% | 596 |
|
|
2016
Q2 | $1K | Buy |
+4
| New | +$532 | ﹤0.01% | 577 |
|
Other funds holding SJM
Oakworth Capital's SJM Position: Q2 2026 in Review
Oakworth Capital reduced its J.M. Smucker (SJM) stake by 98% in Q2 2026, selling an estimated $11.1K and leaving 2 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #920.
Oakworth Capital first reported a position in SJM in Q2 2016 and has held it in 41 quarters since. The position peaked at $10.7K in Q1 2026. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Oakworth Capital held 2 shares of J.M. Smucker worth $225 as of Q2 2026.
- Oakworth Capital sold 109 J.M. Smucker shares in Q2 2026, an estimated $11.1K.
- J.M. Smucker made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #920 holding.
- Oakworth Capital first reported a position in J.M. Smucker in Q2 2016 and has held it in 41 quarters since.
- Oakworth Capital's J.M. Smucker position peaked at $10.7K in Q1 2026.
- 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.