Occudo Quantitative Strategies’s J.M. Smucker SJM Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-17,246	Closed	-$1.69M	–	945
2026 Q1	$1.69M	Buy	+17,246	New	+$1.81M	0.09%	299
2025 Q4	–	Sell	-6,209	Closed	-$674K	–	890
2025 Q3	$674K	Buy	+6,209	New	+$674K	0.08%	333
2024 Q4	–	Sell	-3,910	Closed	-$474K	–	924
2024 Q3	$474K	Buy	+3,910	New	+$461K	0.09%	296
2023 Q3	–	Sell	-7,995	Closed	-$1.18M	–	1282
2023 Q2	$1.18M	Buy	+7,995	New	+$1.22M	0.12%	278
2021 Q2	–	Sell	-3,514	Closed	-$445K	–	1033
2021 Q1	$445K	Buy	3,514 +393	+13%	+$46.4K	0.1%	367
2020 Q4	$361K	Buy	+3,121	New	+$363K	0.11%	348

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 40.89% 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

Occudo Quantitative Strategies's SJM Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 17,246 shares — an estimated $1.69M sold.

Occudo Quantitative Strategies first reported a position in SJM in Q4 2020 and held it in 6 quarters. The position peaked at $1.69M in Q1 2026. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Occudo Quantitative Strategies reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 17,246 J.M. Smucker shares in Q2 2026, an estimated $1.69M.
Occudo Quantitative Strategies first reported a position in J.M. Smucker in Q4 2020 and held it in 6 quarters.
Occudo Quantitative Strategies's J.M. Smucker position peaked at $1.69M in Q1 2026.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.