Royal Fund Management
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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
Q3 		$511K Sell
4,300
-7,900
-65% -$950K 0.04% 221
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Royal Fund Management's SJM Position: Q3 2026 in Review

Royal Fund Management reduced its J.M. Smucker (SJM) stake by 65% in Q3 2026, selling an estimated $950K and leaving 4,300 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #221.

Royal Fund Management first reported a position in SJM in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.69M in Q1 2025. 668 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Royal Fund Management held 4,300 shares of J.M. Smucker worth $511K as of Q3 2026.
  • Royal Fund Management sold 7,900 J.M. Smucker shares in Q3 2026, an estimated $950K.
  • J.M. Smucker made up 0.04% of Royal Fund Management's portfolio in Q3 2026, its #221 holding.
  • Royal Fund Management first reported a position in J.M. Smucker in Q4 2016 and has held it in 21 quarters since.
  • Royal Fund Management's J.M. Smucker position peaked at $1.69M in Q1 2025.
  • 668 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.