Palisade Asset Management’s J.M. Smucker SJM Stock Holding History

Palisade Asset Management’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	$269K	Sell	2,390 -407	-15%	-$41.5K	0.02%	183
2026 Q1	$270K	Buy	2,797 +7	+0.3%	+$733	0.03%	179
2025 Q4	$273K	Sell	2,790 -600	-18%	-$62K	0.03%	173
2025 Q3	$368K	Sell	3,390 -805	-19%	-$87.4K	0.03%	163
2025 Q2	$412K	Sell	4,195 -70	-2%	-$7.7K	0.04%	158
2025 Q1	$505K	Sell	4,265 -275	-6%	-$29.7K	0.05%	149
2024 Q4	$500K	Sell	4,540 -70	-2%	-$8.05K	0.05%	152
2024 Q3	$558K	Hold	4,610	–	–	0.05%	145
2024 Q2	$503K	Sell	4,610 -560	-11%	-$63.4K	0.05%	152
2024 Q1	$651K	Sell	5,170 -100	-2%	-$12.7K	0.06%	138
2023 Q4	$666K	Buy	5,270 +126	+2%	+$14.6K	0.07%	136
2023 Q3	$632K	Buy	5,144 +54	+1%	+$7.67K	0.08%	132
2023 Q2	$752K	Hold	5,090	–	–	0.09%	127
2023 Q1	$801K	Buy	5,090 +470	+10%	+$71.4K	0.1%	120
2022 Q4	$732K	Buy	4,620 +325	+8%	+$48.4K	0.08%	129
2022 Q3	$590K	Buy	4,295 +845	+24%	+$115K	0.08%	128
2022 Q2	$442K	Hold	3,450	–	–	0.06%	145
2022 Q1	$467K	Buy	3,450 +1,200	+53%	+$164K	0.05%	148
2021 Q4	$306K	Sell	2,250 -900	-29%	-$115K	0.03%	165
2021 Q3	$378K	Hold	3,150	–	–	0.05%	156
2021 Q2	$408K	Hold	3,150	–	–	0.05%	152
2021 Q1	$399K	Hold	3,150	–	–	0.05%	152
2020 Q4	$364K	Buy	3,150 +450	+17%	+$52.3K	0.05%	152
2020 Q3	$312K	Buy	2,700 +600	+29%	+$66.9K	0.05%	148
2020 Q2	$222K	Hold	2,100	–	–	0.04%	162
2020 Q1	$233K	Sell	2,100 -300	-13%	-$32.1K	0.04%	154
2019 Q4	$250K	Hold	2,400	–	–	0.04%	168
2019 Q3	$264K	Hold	2,400	–	–	0.04%	157
2019 Q2	$276K	Hold	2,400	–	–	0.04%	159
2019 Q1	$280K	Hold	2,400	–	–	0.04%	163
2018 Q4	$224K	Buy	+2,400	New	+$251K	0.03%	154

Other funds holding SJM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CSI

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Palisade Asset Management's SJM Position: Q2 2026 in Review

Palisade Asset Management reduced its J.M. Smucker (SJM) stake by 15% in Q2 2026, selling an estimated $41.5K and leaving 2,390 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #183.

Palisade Asset Management first reported a position in SJM in Q4 2018 and has held it in 31 quarters since. The position peaked at $801K in Q1 2023. 197 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Palisade Asset Management held 2,390 shares of J.M. Smucker worth $269K as of Q2 2026.
Palisade Asset Management sold 407 J.M. Smucker shares in Q2 2026, an estimated $41.5K.
J.M. Smucker made up 0.02% of Palisade Asset Management's portfolio in Q2 2026, its #183 holding.
Palisade Asset Management first reported a position in J.M. Smucker in Q4 2018 and has held it in 31 quarters since.
Palisade Asset Management's J.M. Smucker position peaked at $801K in Q1 2023.
197 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.