Ritholtz Wealth Management’s J.M. Smucker SJM Stock Holding History

Ritholtz Wealth 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	$263K	Buy	+2,334	New	+$238K	﹤0.01%	1116
2024 Q1	–	Sell	-6,434	Closed	-$813K	–	825
2023 Q4	$813K	Buy	+6,434	New	+$746K	0.03%	373
2023 Q2	–	Sell	-1,325	Closed	-$209K	–	703
2023 Q1	$209K	Sell	1,325 -28	-2%	-$4.25K	0.01%	594
2022 Q4	$214K	Sell	1,353 -486	-26%	-$72.4K	0.01%	528
2022 Q3	$253K	Buy	+1,839	New	+$251K	0.01%	596
2021 Q3	–	Sell	-2,097	Closed	-$272K	–	572
2021 Q2	$272K	Buy	+2,097	New	+$278K	0.02%	388
2020 Q1	–	Sell	-2,130	Closed	-$222K	–	202
2019 Q4	$222K	Sell	2,130 -10	-0.5%	-$1.06K	0.03%	128
2019 Q3	$235K	Buy	2,140 +10	+0.5%	+$1.11K	0.04%	117
2019 Q2	$245K	Hold	2,130	–	–	0.04%	111
2019 Q1	$248K	Buy	+2,130	New	+$223K	0.05%	112
2018 Q4	–	Sell	-2,130	Closed	-$219K	–	132
2018 Q3	$219K	Sell	2,130 -46	-2%	-$5.02K	0.06%	107
2018 Q2	$234K	Buy	2,176 +40	+2%	+$4.49K	0.06%	103
2018 Q1	$265K	Hold	2,136	–	–	0.08%	91
2017 Q4	$265K	Buy	+2,136	New	+$237K	0.08%	96

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

Ritholtz Wealth Management's SJM Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,334 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in SJM as recently as Q4 2023.

Ritholtz Wealth Management first reported a position in SJM in Q4 2017 and has held it in 14 quarters since. The position peaked at $813K in Q4 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Ritholtz Wealth Management held 2,334 shares of J.M. Smucker worth $263K as of Q2 2026.
J.M. Smucker was a new Ritholtz Wealth Management position in Q2 2026.
J.M. Smucker made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1116 holding.
Ritholtz Wealth Management first reported a position in J.M. Smucker in Q4 2017 and has held it in 14 quarters since.
Ritholtz Wealth Management's J.M. Smucker position peaked at $813K in Q4 2023.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.