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Poehling Capital Management’s J.M. Smucker SJM Stock Holding History

Poehling Capital 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 		$2.59M Buy
22,999
+548
+2% +$55.8K 0.55% 54
2026
Q1 		$2.17M Buy
22,451
+213
+1% +$22.3K 0.46% 59
2025
Q4 		$2.18M Buy
22,238
+17,821
+403% +$1.84M 0.45% 56
2025
Q3 		$480K Buy
4,417
+19
+0.4% +$2.06K 0.1% 98
2025
Q2 		$432K Buy
+4,398
New +$484K 0.1% 96
2018
Q2 		– Sell
-11
Closed -$1K – 325
2018
Q1 		$1K Hold
11
– – ﹤0.01% 301
2017
Q4 		$1K Buy
+11
New +$1.22K ﹤0.01% 276

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

Poehling Capital Management's SJM Position: Q2 2026 in Review

Poehling Capital Management increased its J.M. Smucker (SJM) stake by 2.4% in Q2 2026, buying an estimated $55.8K and bringing the position to 22,999 shares worth $2.59M. The position accounts for 0.55% of the portfolio, ranked #54.

Poehling Capital Management first reported a position in SJM in Q4 2017 and has held it in 7 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Poehling Capital Management held 22,999 shares of J.M. Smucker worth $2.59M as of Q2 2026.
  • Poehling Capital Management bought 548 J.M. Smucker shares in Q2 2026, an estimated $55.8K.
  • J.M. Smucker made up 0.55% of Poehling Capital Management's portfolio in Q2 2026, its #54 holding.
  • Poehling Capital Management first reported a position in J.M. Smucker in Q4 2017 and has held it in 7 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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