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&Partners’s J.M. Smucker SJM Stock Holding History

&Partners’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 		$1.53M Buy
13,719
+4,828
+54% +$492K 0.01% 1172
2026
Q1 		$858K Buy
8,891
+1,839
+26% +$193K ﹤0.01% 1383
2025
Q4 		$688K Sell
7,052
-317
-4% -$32.8K ﹤0.01% 1443
2025
Q3 		$800K Buy
7,369
+252
+4% +$27.4K 0.01% 1188
2025
Q2 		$699K Sell
7,117
-4,520
-39% -$497K 0.01% 1167
2025
Q1 		$1.35M Buy
11,637
+1,042
+10% +$113K 0.01% 704
2024
Q4 		$1.18M Buy
10,595
+2,216
+26% +$255K 0.01% 703
2024
Q3 		$1.02M Buy
8,379
+4,003
+91% +$472K 0.02% 567
2024
Q2 		$477K Buy
4,376
+581
+15% +$65.7K 0.02% 560
2024
Q1 		$478K Buy
3,795
+444
+13% +$56.2K 0.07% 275
2023
Q4 		$433K Buy
+3,351
New +$388K 0.11% 171

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 40.89% 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

&Partners's SJM Position: Q2 2026 in Review

&Partners increased its J.M. Smucker (SJM) stake by 54% in Q2 2026, buying an estimated $492K and bringing the position to 13,719 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #1172.

&Partners first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • &Partners held 13,719 shares of J.M. Smucker worth $1.53M as of Q2 2026.
  • &Partners bought 4,828 J.M. Smucker shares in Q2 2026, an estimated $492K.
  • J.M. Smucker made up 0.01% of &Partners's portfolio in Q2 2026, its #1172 holding.
  • &Partners first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.