Osaic Holdings
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Osaic Holdings’s J.M. Smucker SJM Stock Holding History

Osaic Holdings’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 		$3.55M Buy
31,548
+14,095
+81% +$1.44M ﹤0.01% 1813
2026
Q1 		$1.68M Sell
17,453
-1,136
-6% -$119K ﹤0.01% 2225
2025
Q4 		$1.82M Sell
18,589
-8,882
-32% -$918K ﹤0.01% 2171
2025
Q3 		$3.01M Buy
27,471
+1,474
+6% +$160K ﹤0.01% 1844
2025
Q2 		$2.56M Sell
25,997
-3,794
-13% -$417K ﹤0.01% 1707
2025
Q1 		$3.53M Sell
29,791
-75
-0.3% -$8.1K 0.01% 1262
2024
Q4 		$3M Sell
29,866
-8,016
-21% -$922K 0.01% 1359
2024
Q3 		$4.59M Sell
37,882
-4,257
-10% -$502K 0.01% 1096
2024
Q2 		$4.6M Buy
42,139
+4,385
+12% +$496K 0.01% 1052
2024
Q1 		$4.75M Sell
37,754
-7,007
-16% -$887K 0.01% 1067
2023
Q4 		$5.66M Sell
44,761
-9,645
-18% -$1.12M 0.01% 1103
2023
Q3 		$6.69M Buy
54,406
+16,549
+44% +$2.35M 0.01% 1113
2023
Q2 		$5.59M Sell
37,857
-3,488
-8% -$532K 0.01% 1095
2023
Q1 		$6.51M Sell
41,345
-12,970
-24% -$1.97M 0.01% 983
2022
Q4 		$8.61M Buy
54,315
+4,289
+9% +$639K 0.02% 810
2022
Q3 		$6.88M Buy
50,026
+3,762
+8% +$513K 0.02% 833
2022
Q2 		$5.93M Buy
46,264
+3,092
+7% +$412K 0.01% 930
2022
Q1 		$5.7M Buy
43,172
+2,925
+7% +$399K 0.01% 1098
2021
Q4 		$5.47M Sell
40,247
-8,278
-17% -$1.06M 0.01% 1051
2021
Q3 		$5.82M Sell
48,525
-847
-2% -$108K 0.01% 967
2021
Q2 		$6.41M Sell
49,372
-560
-1% -$74.4K 0.01% 904
2021
Q1 		$6.31M Buy
49,932
+2,536
+5% +$299K 0.02% 831
2020
Q4 		$5.48M Sell
47,396
-3,079
-6% -$358K 0.01% 806
2020
Q3 		$5.67M Buy
50,475
+2,158
+4% +$241K 0.02% 704
2020
Q2 		$5.11M Sell
48,317
-78,108
-62% -$8.78M 0.02% 689
2020
Q1 		$5.26M Buy
+126,425
New +$13.5M 0.02% 583

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

Osaic Holdings's SJM Position: Q2 2026 in Review

Osaic Holdings increased its J.M. Smucker (SJM) stake by 81% in Q2 2026, buying an estimated $1.44M and bringing the position to 31,548 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Osaic Holdings first reported a position in SJM in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.61M in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Osaic Holdings held 31,548 shares of J.M. Smucker worth $3.55M as of Q2 2026.
  • Osaic Holdings bought 14,095 J.M. Smucker shares in Q2 2026, an estimated $1.44M.
  • J.M. Smucker made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1813 holding.
  • Osaic Holdings first reported a position in J.M. Smucker in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's J.M. Smucker position peaked at $8.61M in Q4 2022.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.