RIL
SJM icon

Rothschild Investment LLC’s J.M. Smucker SJM Stock Holding History

Rothschild Investment LLC’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 		$874K Buy
7,771
+6,593
+560% +$672K 0.03% 449
2026
Q1 		$114K Buy
1,178
+932
+379% +$97.6K 0.01% 839
2025
Q4 		$24.1K Sell
246
-321
-57% -$33.2K ﹤0.01% 1258
2025
Q3 		$61.6K Buy
567
+284
+100% +$30.8K ﹤0.01% 936
2025
Q2 		$27.8K Sell
283
-35
-11% -$3.85K ﹤0.01% 941
2025
Q1 		$37.7K Sell
318
-93
-23% -$10K ﹤0.01% 853
2024
Q4 		$45.3K Sell
411
-2
-0.5% -$230 ﹤0.01% 800
2024
Q3 		$50K Buy
413
+31
+8% +$3.65K ﹤0.01% 771
2024
Q2 		$41.7K Buy
382
+70
+22% +$7.92K ﹤0.01% 791
2024
Q1 		$39.3K Sell
312
-1
-0.3% -$127 ﹤0.01% 780
2023
Q4 		$39.6K Buy
+313
New +$36.3K ﹤0.01% 704

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Rothschild Investment LLC's SJM Position: Q2 2026 in Review

Rothschild Investment LLC increased its J.M. Smucker (SJM) stake by 560% in Q2 2026, buying an estimated $672K and bringing the position to 7,771 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #449.

Rothschild Investment LLC first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. 444 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Rothschild Investment LLC held 7,771 shares of J.M. Smucker worth $874K as of Q2 2026.
  • Rothschild Investment LLC bought 6,593 J.M. Smucker shares in Q2 2026, an estimated $672K.
  • J.M. Smucker made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #449 holding.
  • Rothschild Investment LLC first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • 444 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.