O'Shaughnessy Asset Management’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 | $834K | Buy |
7,409
+4,797
| +184% | +$489K | ﹤0.01% | 1356 |
|
|
2026
Q1 | $252K | Sell |
2,612
-958
| -27% | -$100K | ﹤0.01% | 1878 |
|
|
2025
Q4 | $349K | Sell |
3,570
-1,139
| -24% | -$118K | ﹤0.01% | 1686 |
|
|
2025
Q3 | $511K | Sell |
4,709
-286
| -6% | -$31.1K | ﹤0.01% | 1467 |
|
|
2025
Q2 | $491K | Buy |
4,995
+1,395
| +39% | +$153K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $426K | Sell |
3,600
-2,798
| -44% | -$302K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $705K | Sell |
6,398
-616
| -9% | -$70.9K | 0.01% | 1129 |
|
|
2024
Q3 | $829K | Buy |
7,014
+1,454
| +26% | +$171K | 0.01% | 984 |
|
|
2024
Q2 | $606K | Sell |
5,560
-3,276
| -37% | -$371K | 0.01% | 1042 |
|
|
2024
Q1 | $1.11M | Sell |
8,836
-4,623
| -34% | -$585K | 0.01% | 789 |
|
|
2023
Q4 | $1.7M | Sell |
13,459
-5,120
| -28% | -$593K | 0.02% | 579 |
|
|
2023
Q3 | $2.28M | Buy |
18,579
+1,812
| +11% | +$257K | 0.03% | 454 |
|
|
2023
Q2 | $2.48M | Sell |
16,767
-2,694
| -14% | -$411K | 0.04% | 409 |
|
|
2023
Q1 | $3.06M | Buy |
19,461
+3,691
| +23% | +$561K | 0.05% | 369 |
|
|
2022
Q4 | $2.5M | Buy |
15,770
+710
| +5% | +$106K | 0.04% | 381 |
|
|
2022
Q3 | $2.07M | Sell |
15,060
-167,459
| -92% | -$22.8M | 0.04% | 386 |
|
|
2022
Q2 | $23.4M | Sell |
182,519
-131,739
| -42% | -$17.6M | 0.43% | 63 |
|
|
2022
Q1 | $42.6M | Buy |
314,258
+7,261
| +2% | +$990K | 0.71% | 29 |
|
|
2021
Q4 | $41.7M | Sell |
306,997
-13,749
| -4% | -$1.75M | 0.74% | 28 |
|
|
2021
Q3 | $38.5M | Buy |
320,746
+57,060
| +22% | +$7.25M | 0.79% | 28 |
|
|
2021
Q2 | $34.2M | Buy |
263,686
+236,210
| +860% | +$31.4M | 0.68% | 34 |
|
|
2021
Q1 | $3.48M | Buy |
27,476
+4,939
| +22% | +$583K | 0.08% | 197 |
|
|
2020
Q4 | $2.6M | Buy |
22,537
+10,299
| +84% | +$1.2M | 0.07% | 176 |
|
|
2020
Q3 | $1.41M | Buy |
12,238
+1,300
| +12% | +$145K | 0.04% | 232 |
|
|
2020
Q2 | $1.16M | Buy |
10,938
+2,782
| +34% | +$313K | 0.04% | 238 |
|
|
2020
Q1 | $905K | Buy |
8,156
+7,999
| +5,095% | +$855K | 0.03% | 224 |
|
|
2019
Q4 | $16K | Buy |
+157
| New | +$16.6K | ﹤0.01% | 1195 |
|
|
2017
Q3 | – | Sell |
-5,920
| Closed | -$701K | – | 977 |
|
|
2017
Q2 | $701K | Sell |
5,920
-1,789
| -23% | -$226K | 0.02% | 321 |
|
|
2017
Q1 | $1.01M | Sell |
7,709
-2,556
| -25% | -$347K | 0.02% | 285 |
|
|
2016
Q4 | $1.31M | Buy |
10,265
+2,929
| +40% | +$380K | 0.03% | 246 |
|
|
2016
Q3 | $994K | Buy |
7,336
+7,327
| +81,411% | +$1.08M | 0.02% | 272 |
|
|
2016
Q2 | $1K | Buy |
+9
| New | +$1.2K | ﹤0.01% | 876 |
|
Other funds holding SJM
O'Shaughnessy Asset Management's SJM Position: Q2 2026 in Review
O'Shaughnessy Asset Management increased its J.M. Smucker (SJM) stake by 184% in Q2 2026, buying an estimated $489K and bringing the position to 7,409 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.
O'Shaughnessy Asset Management first reported a position in SJM in Q2 2016 and has held it in 32 quarters since. The position peaked at $42.6M in Q1 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- O'Shaughnessy Asset Management held 7,409 shares of J.M. Smucker worth $834K as of Q2 2026.
- O'Shaughnessy Asset Management bought 4,797 J.M. Smucker shares in Q2 2026, an estimated $489K.
- J.M. Smucker made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1356 holding.
- O'Shaughnessy Asset Management first reported a position in J.M. Smucker in Q2 2016 and has held it in 32 quarters since.
- O'Shaughnessy Asset Management's J.M. Smucker position peaked at $42.6M in Q1 2022.
- 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.