PSP
SJM icon

Principal Street Partners’s J.M. Smucker SJM Stock Holding History

Principal Street 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 		$6.94M Buy
61,731
+1,033
+2% +$105K 1.02% 41
2026
Q1 		$5.85M Buy
60,698
+6,703
+12% +$702K 0.96% 51
2025
Q4 		$5.28M Sell
53,995
-2,939
-5% -$304K 0.89% 53
2025
Q3 		$6.18M Sell
56,934
-4,231
-7% -$459K 0.99% 39
2025
Q2 		$6.01M Buy
61,165
+3,438
+6% +$378K 0.59% 46
2025
Q1 		$6.84M Buy
57,727
+16,306
+39% +$1.76M 1.27% 18
2024
Q4 		$4.56M Buy
41,421
+885
+2% +$102K 0.9% 46
2024
Q3 		$4.91M Sell
40,536
-11,724
-22% -$1.38M 0.8% 49
2024
Q2 		$5.7M Sell
52,260
-823
-2% -$93.1K 1.02% 48
2024
Q1 		$6.55M Buy
53,083
+11,444
+27% +$1.45M 1.24% 41
2023
Q4 		$5.26M Buy
41,639
+7,186
+21% +$833K 1.27% 23
2023
Q3 		$4.23M Sell
34,453
-408
-1% -$58K 0.84% 43
2023
Q2 		$5.15M Sell
34,861
-1,694
-5% -$258K 1.22% 24
2023
Q1 		$5.75M Sell
36,555
-1,253
-3% -$190K 1.45% 15
2022
Q4 		$5.99M Sell
37,808
-534
-1% -$79.5K 1.51% 14
2022
Q3 		$5.27M Sell
38,342
-3,633
-9% -$495K 1.4% 14
2022
Q2 		$5.37M Sell
41,975
-242
-0.6% -$32.3K 1.39% 22
2022
Q1 		$5.72M Buy
42,217
+934
+2% +$127K 1.31% 24
2021
Q4 		$5.61M Buy
41,283
+6,239
+18% +$796K 1.35% 20
2021
Q3 		$4.21M Sell
35,044
-880
-2% -$112K 1.15% 43
2021
Q2 		$4.66M Sell
35,924
-66,743
-65% -$8.86M 1.23% 34
2021
Q1 		$13M Buy
102,667
+63,734
+164% +$7.52M 1.68% 25
2020
Q4 		$4.5M Sell
38,933
-3,488
-8% -$405K 1.38% 24
2020
Q3 		$4.9M Buy
42,421
+5,910
+16% +$659K 1.72% 10
2020
Q2 		$3.86M Sell
36,511
-12,865
-26% -$1.45M 1.44% 40
2020
Q1 		$5.48M Sell
49,376
-17,346
-26% -$1.85M 2.3% 11
2019
Q4 		$6.95M Buy
66,722
+3,053
+5% +$323K 1.55% 36
2019
Q3 		$7M Buy
63,669
+47,742
+300% +$5.32M 1.75% 23
2019
Q2 		$1.83M Sell
15,927
-33,693
-68% -$4.11M 1.01% 30
2019
Q1 		$5.78M Buy
+49,620
New +$5.19M 2.51% 6

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

Principal Street Partners's SJM Position: Q2 2026 in Review

Principal Street Partners increased its J.M. Smucker (SJM) stake by 1.7% in Q2 2026, buying an estimated $105K and bringing the position to 61,731 shares worth $6.94M. The position accounts for 1.02% of the portfolio, ranked #41.

Principal Street Partners first reported a position in SJM in Q1 2019 and has held it in 30 quarters since. The position peaked at $13M in Q1 2021. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Principal Street Partners held 61,731 shares of J.M. Smucker worth $6.94M as of Q2 2026.
  • Principal Street Partners bought 1,033 J.M. Smucker shares in Q2 2026, an estimated $105K.
  • J.M. Smucker made up 1.02% of Principal Street Partners's portfolio in Q2 2026, its #41 holding.
  • Principal Street Partners first reported a position in J.M. Smucker in Q1 2019 and has held it in 30 quarters since.
  • Principal Street Partners's J.M. Smucker position peaked at $13M in Q1 2021.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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