R Squared’s J.M. Smucker SJM Stock Holding History

R Squared’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	$223K	Buy	+1,984	New	+$202K	0.12%	318
2026 Q1	–	Sell	-2,079	Closed	-$203K	–	649
2025 Q4	$203K	Buy	+2,079	New	+$215K	0.1%	358

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

R Squared's SJM Position: Q2 2026 in Review

R Squared opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,984 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #318 among its holdings. This is a return to the name: R Squared previously reported a position in SJM as recently as Q4 2025.

R Squared first reported a position in SJM in Q4 2025 and has held it in 2 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

R Squared held 1,984 shares of J.M. Smucker worth $223K as of Q2 2026.
J.M. Smucker was a new R Squared position in Q2 2026.
J.M. Smucker made up 0.12% of R Squared's portfolio in Q2 2026, its #318 holding.
R Squared first reported a position in J.M. Smucker in Q4 2025 and has held it in 2 quarters since.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.