Rakuten Investment Management’s J.M. Smucker SJM Stock Holding History

Rakuten Investment 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	$1.31M	Buy	11,307 +799	+8%	+$81.4K	﹤0.01%	418
2026 Q1	$1M	Sell	10,508 -3,526	-25%	-$369K	﹤0.01%	422
2025 Q4	$1.39M	Sell	14,034 -99,021	-88%	-$10.2M	﹤0.01%	480
2025 Q3	$27.7M	Buy	+113,055	New	+$12.3M	0.1%	55
2025 Q1	$1.13M	Buy	+9,726	New	+$1.05M	0.01%	480
2024 Q3	$731K	Buy	6,031 +1,511	+33%	+$178K	﹤0.01%	393
2024 Q2	$491K	Buy	4,520 +1,665	+58%	+$188K	﹤0.01%	397
2024 Q1	$359K	Buy	2,855 +2,593	+990%	+$328K	﹤0.01%	379
2023 Q4	$33K	Buy	+262	New	+$30.4K	﹤0.01%	367

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's SJM Position: Q2 2026 in Review

Rakuten Investment Management increased its J.M. Smucker (SJM) stake by 7.6% in Q2 2026, buying an estimated $81.4K and bringing the position to 11,307 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Rakuten Investment Management first reported a position in SJM in Q4 2023 and has held it in 9 quarters since. The position peaked at $27.7M in Q3 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Rakuten Investment Management held 11,307 shares of J.M. Smucker worth $1.31M as of Q2 2026.
Rakuten Investment Management bought 799 J.M. Smucker shares in Q2 2026, an estimated $81.4K.
J.M. Smucker made up ﹤0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #418 holding.
Rakuten Investment Management first reported a position in J.M. Smucker in Q4 2023 and has held it in 9 quarters since.
Rakuten Investment Management's J.M. Smucker position peaked at $27.7M in Q3 2025.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.