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Royal Fund Management’s J.M. Smucker SJM Stock Holding History

Royal Fund 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 		$1.37M Sell
12,200
-1,200
-9% -$122K 0.11% 170
2026
Q1 		$1.29M Sell
13,400
-700
-5% -$73.3K 0.12% 167
2025
Q4 		$1.38M Hold
14,100
– – 0.13% 162
2025
Q3 		$1.53M Hold
14,100
– – 0.18% 134
2025
Q2 		$1.38M Sell
14,100
-200
-1% -$22K 0.14% 173
2025
Q1 		$1.69M Buy
+14,300
New +$1.54M 0.19% 147
2020
Q2 		– Sell
-510
Closed -$56K – 494
2020
Q1 		$56K Sell
510
-5
-1% -$534 0.02% 221
2019
Q4 		$53K Hold
515
– – 0.01% 237
2019
Q3 		$56K Buy
515
+5
+1% +$557 0.02% 224
2019
Q2 		$58K Buy
510
+488
+2,218% +$59.6K 0.02% 221
2019
Q1 		$2K Hold
22
– – ﹤0.01% 518
2018
Q4 		$2K Buy
22
+13
+144% +$1.36K ﹤0.01% 495
2018
Q3 		$0 Hold
9
– – ﹤0.01% 634
2018
Q2 		$0 Hold
9
– – ﹤0.01% 627
2018
Q1 		$1K Sell
9
-31
-78% -$3.87K ﹤0.01% 500
2017
Q4 		$4K Hold
40
– – ﹤0.01% 528
2017
Q3 		$4K Hold
40
– – ﹤0.01% 380
2017
Q2 		$4K Buy
40
+31
+344% +$3.92K ﹤0.01% 343
2017
Q1 		$1K Buy
9
+8
+800% +$1.09K ﹤0.01% 399
2016
Q4 		$0 Buy
+1
New +$130 ﹤0.01% 412

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CSI
Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Fund Management's SJM Position: Q2 2026 in Review

Royal Fund Management reduced its J.M. Smucker (SJM) stake by 9% in Q2 2026, selling an estimated $122K and leaving 12,200 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #170.

Royal Fund Management first reported a position in SJM in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.69M in Q1 2025. 159 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Royal Fund Management held 12,200 shares of J.M. Smucker worth $1.37M as of Q2 2026.
  • Royal Fund Management sold 1,200 J.M. Smucker shares in Q2 2026, an estimated $122K.
  • J.M. Smucker made up 0.11% of Royal Fund Management's portfolio in Q2 2026, its #170 holding.
  • Royal Fund Management first reported a position in J.M. Smucker in Q4 2016 and has held it in 20 quarters since.
  • Royal Fund Management's J.M. Smucker position peaked at $1.69M in Q1 2025.
  • 159 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.