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Rossby Financial’s J.M. Smucker SJM Stock Holding History

Rossby Financial’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 		$128K Buy
1,134
+415
+58% +$42.3K 0.02% 493
2026
Q1 		$68.7K Buy
719
+689
+2,297% +$72.1K 0.01% 651
2025
Q4 		$2.93K Sell
30
-92
-75% -$9.51K ﹤0.01% 1255
2025
Q3 		$13.2K Hold
122
– – ﹤0.01% 806
2025
Q2 		$12K Buy
122
+6
+5% +$660 ﹤0.01% 753
2025
Q1 		$13.4K Buy
+116
New +$12.5K 0.01% 676

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 40.89% 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

Rossby Financial's SJM Position: Q2 2026 in Review

Rossby Financial increased its J.M. Smucker (SJM) stake by 58% in Q2 2026, buying an estimated $42.3K and bringing the position to 1,134 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #493.

Rossby Financial first reported a position in SJM in Q1 2025 and has held it in 6 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Rossby Financial held 1,134 shares of J.M. Smucker worth $128K as of Q2 2026.
  • Rossby Financial bought 415 J.M. Smucker shares in Q2 2026, an estimated $42.3K.
  • J.M. Smucker made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #493 holding.
  • Rossby Financial first reported a position in J.M. Smucker in Q1 2025 and has held it in 6 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.