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

Rockefeller 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
Q1 		$272K Buy
2,817
+826
+41% +$86.5K ﹤0.01% 2314
2025
Q4 		$195K Sell
1,991
-171
-8% -$17.7K ﹤0.01% 2386
2025
Q3 		$235K Buy
+2,162
New +$235K ﹤0.01% 2147
2023
Q3 		– Sell
-8,765
Closed -$1.29M – 1781
2023
Q2 		$1.29M Buy
8,765
+2,271
+35% +$346K 0.01% 989
2023
Q1 		$1.02M Buy
6,494
+4,604
+244% +$699K ﹤0.01% 1076
2022
Q4 		$298K Buy
1,890
+461
+32% +$68.7K ﹤0.01% 1482
2022
Q3 		$195K Sell
1,429
-2,322
-62% -$316K ﹤0.01% 1662
2022
Q2 		$479K Sell
3,751
-5,112
-58% -$682K ﹤0.01% 1275
2022
Q1 		$1.2M Sell
8,863
-691
-7% -$94.2K 0.01% 996
2021
Q4 		$1.3M Sell
9,554
-279
-3% -$35.6K 0.01% 960
2021
Q3 		$1.18M Sell
9,833
-2,048
-17% -$260K 0.01% 939
2021
Q2 		$1.54M Buy
11,881
+6,356
+115% +$844K 0.01% 783
2021
Q1 		$698K Sell
5,525
-302
-5% -$35.6K ﹤0.01% 917
2020
Q4 		$673K Buy
5,827
+2,695
+86% +$313K 0.01% 815
2020
Q3 		$361K Buy
3,132
+2,323
+287% +$259K ﹤0.01% 885
2020
Q2 		$86K Buy
809
+649
+406% +$72.9K ﹤0.01% 1220
2020
Q1 		$18K Sell
160
-2
-1% -$214 ﹤0.01% 1554
2019
Q4 		$17K Buy
+162
New +$17.1K ﹤0.01% 1454
2019
Q2 		– Sell
-187
Closed -$22K – 1931
2019
Q1 		$22K Buy
187
+77
+70% +$8.05K ﹤0.01% 1198
2018
Q4 		$10K Hold
110
– – ﹤0.01% 702
2018
Q3 		$11K Hold
110
– – ﹤0.01% 570
2018
Q2 		$12K Sell
110
-220
-67% -$24.7K ﹤0.01% 579
2018
Q1 		$41K Buy
+330
New +$41.2K ﹤0.01% 424

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockefeller Capital Management's SJM Position: Q1 2026 in Review

Rockefeller Capital Management increased its J.M. Smucker (SJM) stake by 41% in Q1 2026, buying an estimated $86.5K and bringing the position to 2,817 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Rockefeller Capital Management first reported a position in SJM in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.54M in Q2 2021. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Rockefeller Capital Management held 2,817 shares of J.M. Smucker worth $272K as of Q1 2026.
  • Rockefeller Capital Management bought 826 J.M. Smucker shares in Q1 2026, an estimated $86.5K.
  • J.M. Smucker made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2314 holding.
  • Rockefeller Capital Management first reported a position in J.M. Smucker in Q1 2018 and has held it in 23 quarters since.
  • Rockefeller Capital Management's J.M. Smucker position peaked at $1.54M in Q2 2021.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.