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

Qsemble 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	$3.11M	Buy	+27,634	New	+$2.81M	0.4%	88
2026 Q1	–	Sell	-23,729	Closed	-$2.32M	–	609
2025 Q4	$2.32M	Buy	+23,729	New	+$2.45M	0.19%	168
2025 Q1	–	Sell	-20,520	Closed	-$2.26M	–	563
2024 Q4	$2.26M	Buy	+20,520	New	+$2.36M	0.3%	123
2024 Q3	–	Sell	-29,407	Closed	-$3.21M	–	540
2024 Q2	$3.21M	Buy	+29,407	New	+$3.33M	0.61%	38
2023 Q1	–	Sell	-1,600	Closed	-$254K	–	326
2022 Q4	$254K	Buy	+1,600	New	+$238K	0.18%	185

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Qsemble Capital Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 27,634 shares worth $3.11M. The stake represents 0.4% of the portfolio and ranks #88 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in SJM as recently as Q4 2025.

Qsemble Capital Management first reported a position in SJM in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.21M in Q2 2024. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Qsemble Capital Management held 27,634 shares of J.M. Smucker worth $3.11M as of Q2 2026.
J.M. Smucker was a new Qsemble Capital Management position in Q2 2026.
J.M. Smucker made up 0.4% of Qsemble Capital Management's portfolio in Q2 2026, its #88 holding.
Qsemble Capital Management first reported a position in J.M. Smucker in Q4 2022 and has held it in 5 quarters since.
Qsemble Capital Management's J.M. Smucker position peaked at $3.21M in Q2 2024.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.