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Sachetta’s J.M. Smucker SJM Stock Holding History

Sachetta’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 		$10.4K Buy
93
+5
+6% +$509 0.01% 429
2026
Q1 		$8.52K Sell
88
-55
-38% -$5.76K ﹤0.01% 479
2025
Q4 		$13.9K Sell
143
-522
-78% -$54K 0.01% 328
2025
Q3 		$72.2K Buy
665
+20
+3% +$2.17K 0.03% 220
2025
Q2 		$63.3K Sell
645
-506
-44% -$55.6K 0.03% 225
2025
Q1 		$136K Sell
1,151
-242
-17% -$26.1K 0.06% 174
2024
Q4 		$153K Buy
1,393
+11
+0.8% +$1.26K 0.06% 167
2024
Q3 		$167K Sell
1,382
-123
-8% -$14.5K 0.07% 161
2024
Q2 		$179K Sell
1,505
-240
-14% -$27.2K 0.08% 152
2024
Q1 		$220K Hold
1,745
– – 0.1% 137
2023
Q4 		$220K Buy
+1,745
New +$202K 0.1% 137

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

Sachetta's SJM Position: Q2 2026 in Review

Sachetta increased its J.M. Smucker (SJM) stake by 5.7% in Q2 2026, buying an estimated $509 and bringing the position to 93 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #429.

Sachetta first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $220K in Q1 2024. 174 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Sachetta held 93 shares of J.M. Smucker worth $10.4K as of Q2 2026.
  • Sachetta bought 5 J.M. Smucker shares in Q2 2026, an estimated $509.
  • J.M. Smucker made up 0.01% of Sachetta's portfolio in Q2 2026, its #429 holding.
  • Sachetta first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's J.M. Smucker position peaked at $220K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.