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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Poehling Capital Management's SJM Position: Q1 2026 in Review

Poehling Capital Management increased its J.M. Smucker (SJM) stake by 0.96% in Q1 2026, buying an estimated $22.3K and bringing the position to 22,451 shares worth $2.17M. The position accounts for 0.46% of the portfolio, ranked #59.

Poehling Capital Management first reported a position in SJM in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.18M in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Poehling Capital Management held 22,451 shares of J.M. Smucker worth $2.17M as of Q1 2026.
  • Poehling Capital Management bought 213 J.M. Smucker shares in Q1 2026, an estimated $22.3K.
  • J.M. Smucker made up 0.46% of Poehling Capital Management's portfolio in Q1 2026, its #59 holding.
  • Poehling Capital Management first reported a position in J.M. Smucker in Q4 2017 and has held it in 6 quarters since.
  • Poehling Capital Management's J.M. Smucker position peaked at $2.18M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.