Sage Capital Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.99M | Buy |
71,022
+1,027
| +1% | +$105K | 1.66% | 15 |
|
|
2026
Q1 | $6.75M | Buy |
69,995
+351
| +0.5% | +$36.8K | 1.57% | 19 |
|
|
2025
Q4 | $6.81M | Buy |
69,644
+859
| +1% | +$88.8K | 1.62% | 17 |
|
|
2025
Q3 | $7.47M | Buy |
68,785
+315
| +0.5% | +$34.2K | 1.78% | 15 |
|
|
2025
Q2 | $6.72M | Buy |
68,470
+1,002
| +1% | +$110K | 1.66% | 16 |
|
|
2025
Q1 | $7.99M | Buy |
67,468
+653
| +1% | +$70.5K | 2.09% | 11 |
|
|
2024
Q4 | $7.36M | Buy |
66,815
+595
| +0.9% | +$68.4K | 1.91% | 13 |
|
|
2024
Q3 | $8.02M | Buy |
66,220
+550
| +0.8% | +$64.8K | 2.09% | 10 |
|
|
2024
Q2 | $7.16M | Buy |
65,670
+32,727
| +99% | +$3.7M | 2.06% | 10 |
|
|
2024
Q1 | $4.15M | Buy |
32,943
+4,297
| +15% | +$544K | 1.2% | 27 |
|
|
2023
Q4 | $3.62M | Buy |
28,646
+13,693
| +92% | +$1.59M | 1.17% | 28 |
|
|
2023
Q3 | $1.84M | Buy |
14,953
+319
| +2% | +$45.3K | 0.67% | 44 |
|
|
2023
Q2 | $2.16M | Sell |
14,634
-18
| -0.1% | -$2.75K | 0.76% | 43 |
|
|
2023
Q1 | $2.31M | Sell |
14,652
-94
| -0.6% | -$14.3K | 0.88% | 38 |
|
|
2022
Q4 | $2.34M | Sell |
14,746
-80
| -0.5% | -$11.9K | 1.03% | 34 |
|
|
2022
Q3 | $2.04M | Buy |
14,826
+63
| +0.4% | +$8.59K | 1.04% | 34 |
|
|
2022
Q2 | $1.89M | Buy |
14,763
+51
| +0.3% | +$6.8K | 0.9% | 36 |
|
|
2022
Q1 | $2.04M | Buy |
14,712
+62
| +0.4% | +$8.45K | 0.83% | 38 |
|
|
2021
Q4 | $2.1M | Buy |
14,650
+220
| +2% | +$28.1K | 0.8% | 40 |
|
|
2021
Q3 | $1.73M | Buy |
14,430
+210
| +1% | +$26.7K | 0.74% | 41 |
|
|
2021
Q2 | $1.84M | Buy |
14,220
+1,182
| +9% | +$157K | 0.75% | 42 |
|
|
2021
Q1 | $1.65M | Buy |
13,038
+4
| +0% | +$472 | 0.74% | 42 |
|
|
2020
Q4 | $1.49M | Buy |
13,034
+16
| +0.1% | +$1.86K | 0.73% | 41 |
|
|
2020
Q3 | $1.5M | Sell |
13,018
-1,149
| -8% | -$128K | 0.92% | 33 |
|
|
2020
Q2 | $1.5M | Sell |
14,167
-65
| -0.5% | -$7.3K | 0.96% | 34 |
|
|
2020
Q1 | $1.58M | Buy |
14,232
+1,025
| +8% | +$110K | 1.29% | 23 |
|
|
2019
Q4 | $1.38M | Buy |
13,207
+98
| +0.7% | +$10.4K | 0.87% | 39 |
|
|
2019
Q3 | $1.44M | Sell |
13,109
-1,457
| -10% | -$162K | 1.09% | 34 |
|
|
2019
Q2 | $1.69M | Sell |
14,566
-19,480
| -57% | -$2.38M | 1.17% | 30 |
|
|
2019
Q1 | $3.97M | Buy |
34,046
+8
| +0% | +$836 | 2.55% | 11 |
|
|
2018
Q4 | $3.18M | Sell |
34,038
-939
| -3% | -$98K | 2.4% | 13 |
|
|
2018
Q3 | $3.59M | Buy |
34,977
+247
| +0.7% | +$27K | 2.24% | 14 |
|
|
2018
Q2 | $3.73M | Hold |
34,730
| – | – | 2.61% | 10 |
|
|
2018
Q1 | $4.31M | Buy |
34,730
+68
| +0.2% | +$8.49K | 3.05% | 5 |
|
|
2017
Q4 | $4.31M | Buy |
+34,662
| New | +$3.85M | 2.79% | 7 |
|
Other funds holding SJM
Sage Capital Advisors's SJM Position: Q2 2026 in Review
Sage Capital Advisors increased its J.M. Smucker (SJM) stake by 1.5% in Q2 2026, buying an estimated $105K and bringing the position to 71,022 shares worth $7.99M. The position accounts for 1.66% of the portfolio, ranked #15.
Sage Capital Advisors first reported a position in SJM in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.02M in Q3 2024. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Sage Capital Advisors held 71,022 shares of J.M. Smucker worth $7.99M as of Q2 2026.
- Sage Capital Advisors bought 1,027 J.M. Smucker shares in Q2 2026, an estimated $105K.
- J.M. Smucker made up 1.66% of Sage Capital Advisors's portfolio in Q2 2026, its #15 holding.
- Sage Capital Advisors first reported a position in J.M. Smucker in Q4 2017 and has held it in 35 quarters since.
- Sage Capital Advisors's J.M. Smucker position peaked at $8.02M in Q3 2024.
- 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.