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Richard W. Paul & Associates’s J.M. Smucker SJM Stock Holding History

Richard W. Paul & Associates’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 		$288K Sell
2,561
-34
-1% -$3.46K 0.09% 146
2026
Q1 		$250K Buy
+2,595
New +$272K 0.08% 150
2025
Q1 		– Sell
-125
Closed -$13.8K – 483
2024
Q4 		$13.8K Hold
125
– – 0.01% 286
2024
Q3 		$15.1K Hold
125
– – 0.01% 282
2024
Q2 		$13.6K Hold
125
– – 0.01% 284
2024
Q1 		$15.7K Hold
125
– – 0.01% 287
2023
Q4 		$15.8K Hold
125
– – 0.01% 270
2023
Q3 		$15.4K Hold
125
– – 0.01% 266
2023
Q2 		$18.5K Hold
125
– – 0.01% 273
2023
Q1 		$19.7K Hold
125
– – 0.01% 268
2022
Q4 		$19.8K Buy
+125
New +$18.6K 0.01% 268

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 40.91% 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

Richard W. Paul & Associates's SJM Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its J.M. Smucker (SJM) stake by 1.3% in Q2 2026, selling an estimated $3.46K and leaving 2,561 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #146.

Richard W. Paul & Associates first reported a position in SJM in Q4 2022 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Richard W. Paul & Associates held 2,561 shares of J.M. Smucker worth $288K as of Q2 2026.
  • Richard W. Paul & Associates sold 34 J.M. Smucker shares in Q2 2026, an estimated $3.46K.
  • J.M. Smucker made up 0.09% of Richard W. Paul & Associates's portfolio in Q2 2026, its #146 holding.
  • Richard W. Paul & Associates first reported a position in J.M. Smucker in Q4 2022 and has held it in 11 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.