SAM
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S.A. Mason’s J.M. Smucker SJM Stock Holding History

S.A. Mason’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 		$381K Buy
3,387
+52
+2% +$5.3K 0.12% 159
2026
Q1 		$322K Buy
3,335
+2
+0.1% +$209 0.12% 157
2025
Q4 		$326K Sell
3,333
-448
-12% -$46.3K 0.13% 153
2025
Q3 		$411K Buy
3,781
+2
+0.1% +$217 0.18% 120
2025
Q2 		$371K Buy
3,779
+54
+1% +$5.94K 0.18% 124
2025
Q1 		$441K Buy
3,725
+26
+0.7% +$2.81K 0.23% 104
2024
Q4 		$407K Buy
3,699
+155
+4% +$17.8K 0.21% 108
2024
Q3 		$429K Sell
3,544
-41
-1% -$4.83K 0.23% 105
2024
Q2 		$391K Buy
3,585
+50
+1% +$5.66K 0.22% 105
2024
Q1 		$445K Buy
3,535
+10
+0.3% +$1.27K 0.27% 96
2023
Q4 		$445K Sell
3,525
-200
-5% -$23.2K 0.3% 93
2023
Q3 		$458K Hold
3,725
– – 0.33% 83
2023
Q2 		$586K Hold
3,725
– – 0.43% 66
2023
Q1 		$586K Hold
3,725
– – 0.43% 66
2022
Q4 		$590K Hold
3,725
– – 0.44% 62
2022
Q3 		$512K Hold
3,725
– – 0.41% 70
2022
Q2 		$477K Sell
3,725
-75
-2% -$10K 0.35% 81
2022
Q1 		$515K Hold
3,800
– – 0.32% 87
2021
Q4 		$516K Hold
3,800
– – 0.31% 89
2021
Q3 		$456K Buy
3,800
+200
+6% +$25.4K 0.3% 93
2021
Q2 		$466K Hold
3,600
– – 0.32% 89
2021
Q1 		$456K Buy
3,600
+100
+3% +$11.8K 0.34% 87
2020
Q4 		$405K Sell
3,500
-100
-3% -$11.6K 0.34% 89
2020
Q3 		$416K Hold
3,600
– – 0.4% 69
2020
Q2 		$381K Sell
3,600
-350
-9% -$39.3K 0.4% 67
2020
Q1 		$438K Sell
3,950
-400
-9% -$42.8K 0.53% 57
2019
Q4 		$453K Buy
+4,350
New +$460K 0.43% 70

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 40.91% 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

S.A. Mason's SJM Position: Q2 2026 in Review

S.A. Mason increased its J.M. Smucker (SJM) stake by 1.6% in Q2 2026, buying an estimated $5.3K and bringing the position to 3,387 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #159.

S.A. Mason first reported a position in SJM in Q4 2019 and has held it in 27 quarters since. The position peaked at $590K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • S.A. Mason held 3,387 shares of J.M. Smucker worth $381K as of Q2 2026.
  • S.A. Mason bought 52 J.M. Smucker shares in Q2 2026, an estimated $5.3K.
  • J.M. Smucker made up 0.12% of S.A. Mason's portfolio in Q2 2026, its #159 holding.
  • S.A. Mason first reported a position in J.M. Smucker in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's J.M. Smucker position peaked at $590K in Q4 2022.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.