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Probity Advisors’s J.M. Smucker SJM Stock Holding History

Probity Advisors’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 		$1.09M Sell
9,675
-380
-4% -$38.7K 0.16% 95
2026
Q1 		$970K Buy
10,055
+636
+7% +$66.6K 0.15% 102
2025
Q4 		$921K Sell
9,419
-394
-4% -$40.7K 0.15% 98
2025
Q3 		$1.07M Sell
9,813
-42
-0.4% -$4.56K 0.17% 92
2025
Q2 		$968K Buy
9,855
+477
+5% +$52.4K 0.17% 95
2025
Q1 		$1.11M Buy
9,378
+235
+3% +$25.4K 0.21% 80
2024
Q4 		$1.01M Buy
9,143
+352
+4% +$40.5K 0.19% 88
2024
Q3 		$1.06M Buy
8,791
+96
+1% +$11.3K 0.2% 93
2024
Q2 		$948K Buy
8,695
+142
+2% +$16.1K 0.2% 93
2024
Q1 		$1.08M Sell
8,553
-230
-3% -$29.1K 0.22% 92
2023
Q4 		$1.11M Buy
8,783
+149
+2% +$17.3K 0.24% 74
2023
Q3 		$1.06M Sell
8,634
-106
-1% -$15.1K 0.24% 61
2023
Q2 		$1.29M Buy
+8,740
New +$1.33M 0.28% 54
2022
Q4 		$1.43M Sell
8,995
-352
-4% -$52.4K 0.32% 50
2022
Q3 		$1.28M Sell
9,347
-777
-8% -$106K 0.32% 51
2022
Q2 		$1.3M Sell
10,124
-386
-4% -$51.5K 0.3% 55
2022
Q1 		$1.42M Sell
10,510
-505
-5% -$68.8K 0.29% 61
2021
Q4 		$1.5M Sell
11,015
-966
-8% -$123K 0.3% 63
2021
Q3 		$1.44M Buy
11,981
+816
+7% +$104K 0.3% 61
2021
Q2 		$1.45M Sell
11,165
-562
-5% -$74.6K 0.3% 60
2021
Q1 		$1.48M Buy
+11,727
New +$1.38M 0.33% 58
2020
Q3 		$1.26M Buy
10,941
+286
+3% +$31.9K 0.36% 54
2020
Q2 		$1.13M Sell
10,655
-121
-1% -$13.6K 0.35% 55
2020
Q1 		$1.2M Buy
10,776
+730
+7% +$78K 0.44% 49
2019
Q4 		$1.05M Buy
10,046
+384
+4% +$40.6K 0.32% 65
2019
Q3 		$1.06M Buy
9,662
+1,000
+12% +$111K 0.35% 61
2019
Q2 		$998K Buy
8,662
+45
+0.5% +$5.5K 0.33% 65
2019
Q1 		$1M Buy
8,617
+554
+7% +$57.9K 0.35% 66
2018
Q4 		$754K Sell
8,063
-997
-11% -$104K 0.28% 71
2018
Q3 		$930K Sell
9,060
-201
-2% -$22K 0.3% 71
2018
Q2 		$995K Buy
9,261
+508
+6% +$57K 0.35% 63
2018
Q1 		$1.08M Buy
8,753
+1,704
+24% +$213K 0.38% 63
2017
Q4 		$876K Buy
7,049
+4,184
+146% +$465K 0.31% 69
2017
Q3 		$301K Buy
2,865
+675
+31% +$77.1K 0.11% 112
2017
Q2 		$259K Hold
2,190
– – 0.1% 125
2017
Q1 		$287K Hold
2,190
– – 0.11% 114
2016
Q4 		$280K Hold
2,190
– – 0.12% 112
2016
Q3 		$297K Hold
2,190
– – 0.13% 115
2016
Q2 		$334K Buy
+2,190
New +$291K 0.15% 106

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Probity Advisors's SJM Position: Q2 2026 in Review

Probity Advisors reduced its J.M. Smucker (SJM) stake by 3.8% in Q2 2026, selling an estimated $38.7K and leaving 9,675 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #95.

Probity Advisors first reported a position in SJM in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.5M in Q4 2021. 391 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Probity Advisors held 9,675 shares of J.M. Smucker worth $1.09M as of Q2 2026.
  • Probity Advisors sold 380 J.M. Smucker shares in Q2 2026, an estimated $38.7K.
  • J.M. Smucker made up 0.16% of Probity Advisors's portfolio in Q2 2026, its #95 holding.
  • Probity Advisors first reported a position in J.M. Smucker in Q2 2016 and has held it in 39 quarters since.
  • Probity Advisors's J.M. Smucker position peaked at $1.5M in Q4 2021.
  • 391 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.