Pathstone Holdings
SJM icon

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

Pathstone 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 		$1.02M Buy
9,093
+727
+9% +$74K ﹤0.01% 1498
2026
Q1 		$807K Sell
8,366
-1,417
-14% -$148K ﹤0.01% 1518
2025
Q4 		$957K Sell
9,783
-3,563
-27% -$368K ﹤0.01% 1433
2025
Q3 		$1.45M Buy
13,346
+63
+0.5% +$6.84K 0.01% 1209
2025
Q2 		$1.3M Buy
13,283
+1,553
+13% +$171K 0.01% 1251
2025
Q1 		$1.39M Sell
11,730
-2,141
-15% -$231K 0.01% 1187
2024
Q4 		$1.53M Sell
13,871
-1,498
-10% -$172K 0.01% 1132
2024
Q3 		$1.86M Buy
15,369
+233
+2% +$27.4K 0.01% 1015
2024
Q2 		$1.65M Sell
15,136
-6,920
-31% -$783K 0.01% 1019
2024
Q1 		$2.78M Buy
22,056
+7,095
+47% +$898K 0.01% 758
2023
Q4 		$1.89M Buy
+14,961
New +$1.73M 0.01% 772

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

Pathstone Holdings's SJM Position: Q2 2026 in Review

Pathstone Holdings increased its J.M. Smucker (SJM) stake by 8.7% in Q2 2026, buying an estimated $74K and bringing the position to 9,093 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Pathstone Holdings first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q1 2024. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Pathstone Holdings held 9,093 shares of J.M. Smucker worth $1.02M as of Q2 2026.
  • Pathstone Holdings bought 727 J.M. Smucker shares in Q2 2026, an estimated $74K.
  • J.M. Smucker made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1498 holding.
  • Pathstone Holdings first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's J.M. Smucker position peaked at $2.78M in Q1 2024.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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